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Guiding Your Legacy Transformation

About Us

Family Legacy Financial, Inc., was founded in 2014 by a team of passionate and experienced professionals who are fiercely committed to putting the needs, goals, and dreams of clients, first.

At Family Legacy Financial, our goal is to help you live your life to the fullest, and leave a legacy that reflects your values, goals and dreams. As a holistic financial services firm, we will guide you through all stages of life as you establish, grow, and secure your wealth.

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What We Believe

As a client-centric financial services firm, we believe strongly in the importance of establishing relationships with our clients that will last a lifetime. The truth is, we genuinely care about our clients. We are committed to seeing them succeed and are overjoyed when they reach their goals. What we believe as a firm has a very real effect on you and your financial future.

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What We Do

Retirement

We create strategies that are tailored to your needs and goals.

Investments

Years of experience have prepared us to guide you through your life transitions.

Estate Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Insurance

We create strategies that are tailored to your needs and goals.

Budgeting

Years of experience have prepared us to guide you through your life transitions.

Business Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.


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