Podchaser Logo
Home
Celebrating 20 Years of Freedom

Celebrating 20 Years of Freedom

Released Sunday, 1st April 2018
Good episode? Give it some love!
Celebrating 20 Years of Freedom

Celebrating 20 Years of Freedom

Celebrating 20 Years of Freedom

Celebrating 20 Years of Freedom

Sunday, 1st April 2018
Good episode? Give it some love!
Rate Episode

This year marks the 20th anniversary of Family Investment Center. What a journey it’s been! When I left the trust company I’d help start with a few colleagues in 1998, I envisioned an independent advisory firm that remained focused on its clients and embraced technology. We’ve never looked back … today, we offer a team of six salaried investment advisors and offices in both Missouri and Kansas. We offer more services than ever before, and we’re smarter than ever. We know how blessed we are to have our clients, friends and the community alongside us on this journey. Today, take a moment to reflect and celebrate with us. This journey has been a blast -- and the best is yet to come!

Show More
Rate

From The Podcast

Money is Freedom

Welcome to Money is Freedom, a podcast for people who believe in simple, jargon-free guidance about money and investing. It's also a podcast for people who believe money can be fun and want to guide their thoughts about it in positive directions. Our host, Dan Danford, serves as President and Chief Executive Officer of Family Investment Center, a full-service, commission-free investment advisory firm. Based in St. Joseph, Mo., Family Investment Center serves clients in the Kansas City area and across 13 states. You'll see his name and those of his team across publications like The Wall Street Journal, U.S. News and World Report, Forbes, Kansas City Star, Chicago Tribune, BusinessWeek and more -- often surrounding somewhat unconventional (but absolutely smart, experience-driven and level-headed) information about money. If Dan's wisdom has been called upon by these sources for its uniqueness and savvy, it's because he has had a unique journey. He began his investment career more than 30 years ago as a bank trust officer, where he decided there must be a better way to help people reach their goals. He started a successful independent trust company in 1987 and Family Investment Center in 1998. He has been helping people achieve their version of "the good life" in a refreshing commission-free atmosphere ever since. (In fact, client Assets Under Management exceeds $100 million).Having seen first-hand the many ways bank trust and investment companies work and provide services, he feels strongly that a commission-free firm offers a better way for most people to receive independent, objective advice at reasonable rates, with a high level of personalized service. Now that this type of advice has become popular (and soon mandatory) it's business as usual at Family Investment Center. Dan holds a bachelor's degree in Marketing from Missouri Western State University, an MBA from Northwest Missouri State University, and an MS in Personal Financial Planning from Kansas State University. He is a CFP® and strongly influenced by his late father, Thad Danford, who made him rent the family's mower for Dan's early lawn mowing business.

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more

Episode Tags

Do you host or manage this podcast?
Claim and edit this page to your liking.
,

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features