Empowering You to Achieve Financial Serenity
At Family Capital Management, we believe that financial serenity is not just a dream, but a tangible reality that can be achieved through intentioned advice and planning. Our team of experienced wealth strategists and supporting staff are dedicated to empowering our clients to live life with significance and purpose, while pursuing their passions and fulfilling their dreams.
Our Story
Founded on the principles of trust, integrity, and expertise, Family Capital Management has been providing personalized financial planning and investment management services to individuals, families, and businesses for many years. Our commitment to our clients is to deliver unbiased, objective advice and guidance, unhindered by any brokerage firm or corporate interest. We take pride in our independence, which allows us to act solely in the best interests of our clients.
Our Services
We offer a comprehensive range of services designed to help our clients achieve their financial goals and aspirations. Our services include:
- Financial Planning: We work closely with our clients to understand their unique financial situations, goals, and aspirations. We then develop personalized financial plans tailored to their specific needs and objectives.
- Investment Management: Our investment management services are designed to help our clients grow and preserve their wealth over time. We use a disciplined, research-driven approach to invest in a diversified portfolio of assets.
- Retirement Planning: We help our clients plan for a secure and prosperous retirement, ensuring they can maintain their desired lifestyle and pursue their passions without financial worry.
- Estate Planning: Our estate planning services are designed to help our clients protect and transfer their wealth to future generations, while minimizing taxes and ensuring their legacy.
- Insurance Planning: We offer a range of insurance products and services to help our clients mitigate risk and protect their financial well-being.
- Tax Planning: Our tax planning services are designed to help our clients minimize their tax liability and maximize their after-tax returns.
Our Team
Our team of experienced professionals is dedicated to providing our clients with exceptional service and expert guidance. Our team includes:
- Kyle Kelley, President & CEO
- Angela Brooks, CFP, Principal & Owner
- Audrey Dirksen, CFP, Vice President - Client Experience and Operations
Our Process
Our financial planning process is designed to help our clients achieve their financial goals and live a life of purpose. We follow a disciplined, structured approach to financial planning, which includes:
- Discovery: We work closely with our clients to understand their unique financial situation, goals, and aspirations.
- Analysis: We analyze our clients' financial data and develop a comprehensive financial plan tailored to their specific needs and objectives.
- Implementation: We implement our clients' financial plans, using a range of investment and insurance products to achieve their goals.
- Review: We regularly review our clients' financial plans, making adjustments as needed to ensure they remain on track to achieve their goals.
Overview of Reviews
The reviews provide insights into the services offered by FCM, with most reviewers expressing satisfaction with the company's personalized approach to financial management.
Positive Experiences
Personalized Service and Financial Planning
Multiple reviewers praised FCM's personalized service, highlighting the company's ability to understand and cater to their individual financial needs and values. The reviewers appreciated the friendly and approachable team, which made them feel comfortable and confident in their financial planning.
Impressive Experience
One reviewer went as far as to say that they "cannot recommend them highly enough, " emphasizing the team's outstanding service and willingness to work with people from all walks of life.
Negative Experiences
Disappointing Investment Performance
On the other hand, one reviewer expressed disappointment with the performance of their investment, which had lost significant value over an eight-year period. The reviewer criticized the company's responsiveness, quality, and value, implying that the investment's poor performance was unacceptable.
