The Family Legacy Approach
In a world full of quick solutions and online interactions, we stand apart for our focus on relationships. We can’t advise you without getting to know you first, so our client relationships always begin with and continue with conversations. We want to understand what you’re saving for, what you’re planning for, what your goals are now and for decades in the future.
We understand that every person, every family is different, so our investment strategies, savings plans, retirement plans, estate plans and tax advice are tailored to each individual.
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.
Independent Advisors
Family Legacy, Inc. is not affiliated with national brands or products, so we are not focused on selling certain products or chasing commissions. Rather, each advisor’s goal is to truly listen to, respond to, and advise clients to best meet their unique needs.
We measure our success by our clients’ peace of mind.
services
| Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning. |
Invest for What Matters
"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®
contact
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?
Family Legacy, Inc
900 Pendleton Street, Suite 200, Greenville, SC 29601
P.O. Box 2545, Greenville, SC 29602
PHONE: 864.233.0808 | FAX: 864.370.1713
Disclaimer
Family Legacy, Inc. is a Registered Investment Adviser. This website is intended as an overview of services provided by Family Legacy, Inc. Please do not interpret anything in our site or any referenced links as a specific strategy or recommendation to your specific financial plan. We encourage you to contact one of our professionals with any questions related to your individual situation. Thank you for taking the time to visit our site and learn more about what we do.
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