our services

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Money can destroy families or should I say the lack of money when you need it most can tear you family apart.

 Let us educate you on your choices to not only create but protect the financial future of your loved ones.


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You don’t have to have a family to start building your financial freedom since it is the key to living a happy life on your terms. How many broke people do you know that are happy?

Be prepared for anything, starting a family, a business, or just travel the world!


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I cringe when I hear a business owner say I have a $2 million dollar policy. What happens if you are in a lawsuit for $5 million dollars?

You hear about it all the time on the news but we never think that could be my business being sued.


Why Family Investor?

Experience is great but we have over 200 financial firms that work with us to provide what fits your strategy not ours! So, we have the right choices available to fit your goals, not what our company wants us to sell.

It’s rare when you find a financial advisor that works to make you money regardless of what they earn, I’m one of those advisors and let me prove it to you!

20 Years Experience

Increase Returns

Financial Strategies

CPR = Comprehensive Portfolio Review