Family Investment Planning, LLC

... the place for "Financial Life Planning":

What's that?
Many things and probably slightly different for everyone.
Perhaps it is...

Financial Planning: 
Cash flow based analysis... making goals specific, clearer
and more actionable, like: ...
"relationship" planning, insurance needs, buying a home, 
education saving, estate planning and retirement.

and / or

Investment Advice: 
One time or, "As Needed" perhaps a "Second Opinion",
portfolio review, consisting of a systematic professional
investment review, dialog and written evaluation of your portfolios 
with "no-conflict" recommendations based on your goals,
focused on diversification, tax efficiency and performance.

and / or

Portfolio Management:
"On-going", non-discretionary portfolio management, focused on you and your investment portfolios, periodic, one on one meetings that summarized performance and offer specific advice for to you review, question and control. 

and / or

Something specific to you!

These services are "Fee based"... hourly rates or flat fee.
Free estimates.

Member, Garrett Planning Network*,
a network of fee based advisors that share ideas and knowledge.

How do we start?
Complimentary "Get to know one another meeting".
Call or e-mail, to schedule a meeting.
Find out if Family Investment Planning, might be the place for you!

Thank you for visiting,

Kurt Mueller, CFP®
Principal,
Family Investment Planning, LLC 
414.435.0601
kmueller@FamilyInvestmentPlanning.com