How We Help
At Family Legacy Financial, it is our goal to help every person, family, and business who wants to change the course of their financial future.
Businesses
As an entrepreneur, business owner, or key corporate executive - the success of your organization is non-negotiable. Your business not only supports you and your family, but the lives of every person and family you employ. As your greatest financial asset, it is essential that your business continues to thrive. Start preparing for the long-term success of your business today, with optimized financial strategies from Family Legacy Financial.
Our holistic business planning services include:
- Key Person Life Insurance and Executive Benefits
- Evaluation and Implementation of Employee Retention Plans
- Asset Protection
- Strategic Planning
- Business Succession Planning
- Exit Strategies
Your business requires your full and undivided attention. Keep doing what you do best, by allowing us to do what we do best. Give us a call today to learn more about how we can help you and your organization on the path of continued success.
Individuals & Families
At Family Legacy Financial, we understand what it takes to accomplish your goals. The life cycle of a financial plan is like anything else in life, Unpredictable. Even the most established, well-laid plans require constant attention and care. We will guide and educate you through the process, so that you can reach your short and long-term financial goals with confidence.
Regardless of what you hope to accomplish, we will take the time to listen to your needs, goals, and desires prior to making suggestions. After all, the most important part of your financial plan isn’t a set of numbers on a spreadsheet - it’s you.
Personal Financial Services
- Investments
- Debt Reduction Strategies
- Tax Reduction Strategies
- Education Planning
- Retirement Planning
- Estate/Legacy Planning
Risk Management/Insurance
- Life Insurance
- Benefits
- Disability Insurance
- Annuities
- Review of Beneficiary Designations
Investment Services
- 401(k), 401(a), 403(b)
- Traditional & Roth IRAs
- SEP and SIMPLE Plans
- Individual and Joint Accounts
- Risk Assessments
- Benchmarking
We recognize that the path to long-term financial success isn’t an easy journey to take, especially not alone. Partner with our team of experienced professionals, and let's face the uncertainty of tomorrow, together. The rest of your life is waiting - so what are you waiting for?