Sound financial planning isn’t about the dollars you have to spend; it’s about the legacy you will create. Family Legacy, Inc., understands why you earn, save, and invest. | Since 1995, we’ve been helping families and businesses with multiple aspects of financial management, including investment strategies, retirement planning, estate planning, and more. |
Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning. |
"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."
-- Christopher A. Brown, CPA, PFS, CFP®
Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?