Financial Planning

Once your personal legacy is in place, then you can focus on what truly matters. At Family Legacy, we’re proud to partner with clients to help them find the peace that comes from sound planning, prudent living and wise choices. We understand that every person and every family is different, so our investment strategies, savings plans, retirement plans, estate plans and tax advice are tailored to each individual.

Family Legacy takes a holistic approach to financial planning, advising clients on various aspects of wealth, business and estate planning, including:

• Accumulation Planning: Savings and cash flow advice.
• Retirement Planning: Sustainability and longevity to reach your goals.
• Multi-Family Office: Estate planning, trusts, tax issues and charitable giving.
• Business Planning: Advising closely held businesses and their owners.

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