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GROWTH - INCOME - PROTECTION - NO COST CONSULTATIONS

Welcome to the Family Financial Services Web site!

Family Financial Services is an advisory service which provides investment solutions for Growth, Income and Protection to individuals, families and small business owners who are interested in a secure financial future.

I am Ronald M. Ivanick and the President/C.E.O. of Family Financial Services.  As an Independent Financial Advisor, Registered Investment Advisor and General Securities Principal I am dedicated to providing fiduciary advice and the highest level of personalized service, and education to you. I will help improve your standard of living, maximize your wealth and secure confidence in your retirement years.

I hope your visit to this Web site helps you discover the value of working with a skilled independent financial advisor and how using an advisor achieves better results for your individual goals and objectives.

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RETIREMENT PLANNING

Enjoy the fruits of your labor. Family Financial Services will help plan for your retirement and excite you for what’s to come.

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COLLEGE PLANNING

Rising education costs require a forward-thinking plan. Family Financial Services can help you prepare for one of life’s biggest investments.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Family Financial Services, we do our utmost to help your business thrive.

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Why Invest with Family Financial Services?

1. A Personal Plan, Just for you!

As an independent advisor, I have the freedom to recommend the products and services that are the most suitable for you. I have access to the widest varitety of top rated companies available in order to best meet your goals and objectives. I can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and manage the plan.

2. Complimentary Confidential Consultations

Many people regard financial planning as complicated, confusing and as such miss the opportunities to profit from an advisors experience. I will explain the concept of products until you understand clearly and are satisfied. You can receive as many consultations as you want.

3. Responsibly Managing your Plan

I personally will manage your plan. I will inform you regularly how your plan is doing through email, or phone or explain statements clearly in person for your needs.

I make myself available for clients to get in contact with me and will reply quickly and politely to your questions or concerns.  You can contact me easily through email, phone or visit we me at either my Longview, WA or Wenatchee, WA offices.

4. Established Client Relationships

Planning, pricing negotiations are friendly and open communication. I have established relationships with my clients' families of all ages.

I am very honest about my capabilities and time management. I will tell you how long it takes to get things done exactly and clearly. Clients appreciate my punctuality and the results.       

5. Flexibity

Family Financial Services is available to meet busy clients around their working schedules. For example, after normal business hours or weekends by appointments at Family Financial Services office, client's place or nearby.

Client Centered

I understand that you are looking for solutions that can help you insure that your income will last for as long as you need it.  While securing income for life may be one of your top priorities, you also want the comfort of knowing that your assets are being responsibly managed.  I choose to be Independent so I can remain very selective about what I recommend, and why.  I place emphasis on keeping myself educated and current on industry products, innovations and services.

Here are some of the investment products and services I offer.

  • Annuities
  • Life Insurance
  • Alternative Investments
  • Mutual Funds
  • Asset Management Services
  • Speciality Products
  • Health Products Insurance
  • Stocks and Bonds

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses.  Please read the prospectuses carefully before investing or sending money.

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