HELPING YOU PLAN YOUR FINANCIAL FUTURE.

Specializing in Financial Planning, Estate Planning, Risk Management & Retirement Planning

 

OUR FOCUS

At Family Legacy Financial Solutions, we are passionate about our industry and helping families. We firmly believe that as advisors, our role is not simply to serve clients, but to do so in a way that educates and empowers them to take an active role in managing their finances. We focus on providing relationship-based, comprehensive wealth management services based solely on clients' needs and their best interests. With Family Legacy Financial Solutions, you will experience concierge level service with the personal touch of a small firm.

Scroll down to read more about Family Legacy Financial Solutions.

 

SERVICES

RISK MANGEMENT

FINANCIAL PLANNING

COLLEGE PLANNING

ESTATE PLANNING

RETIREMENT PLANNING

TAX PLANNING

DAVE RAMSEY

Partner of Family Legacy Financial Solutions

Check where you are on Dave Ramsey's 7 Baby Step Program:

Have you completed these steps and ready to build your wealth? Our team at Family Legacy is here to help you!
Schedule a complimentary consultation to meet our team and learn about growth opportunities for your assets.

Step 1: Save

$1,000 for

Your Starter Emergency Fund

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TRADITIONAL VS. ROTH IRA

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LONG-TERM CARE NEEDS

OUR TECHNOLOGY & PARTNERS

Trusted & Endorsed

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Upcoming Events

  • Lunch & Learn: Home Improvement
    Online Event
    RSVP
    Mar 18, 11:30 AM – 1:00 PM EDT
    Online Event
    March's Lunch & Learn will cover home improvement techniques.
  • March Madness Watch Party
    Cary
    RSVP
    Mar 19, 12:00 PM – 9:00 PM
    Cary, 1000 Centregreen Way, Cary, NC 27513, USA
    Friday 3/19 and Monday 3/22, Family Legacy will be hosting a watch party of these two rounds in office! Food and Drinks will be provided!
  • March Madness Watch Party
    Cary
    RSVP
    Mar 22, 12:00 PM – 9:00 PM
    Cary, 1000 Centregreen Way, Cary, NC 27513, USA
    Friday 3/19 and Monday 3/22, Family Legacy will be hosting a watch party of these two rounds in office! Food and Drinks will be provided!
  • Lunch & Learn: Textile Development
    Online
    RSVP
    Apr 15, 11:30 AM – 1:00 PM EDT
    Online
    April's Lunch & Learn will cover Textile Development at Nike.
  • Lunch & Learn: CAD & Design
    Online Event
    RSVP
    May 20, 11:30 AM – 1:00 PM EDT
    Online Event
    May's Lunch & Learn will cover CAD & Design.
  • Lunch & Learn: Innovation
    Online Event
    RSVP
    Jun 24, 11:30 AM – 1:00 PM EDT
    Online Event
    June's Lunch & Learn will be a discussion about innovation.
  • Lunch & Learn: Design Consulting
    Online Event
    RSVP
    Jul 15, 11:30 AM – 1:00 PM EDT
    Online Event
    July's Lunch & Learn will cover design consulting.
  • Insurance 101 Seminar
    Online Event
    RSVP
    Jul 20, 7:00 PM – 8:30 PM EDT
    Online Event
  • Lunch & Learn: Fantasy Football
    Online Event
    RSVP
    Aug 19, 11:30 AM – 1:00 PM EDT
    Online Event
    August's Lunch & Learn will cover the basics of fantasy football.
  • Tax Planning & Investment Basics Seminar
    Online Event
    RSVP
    Sep 08, 7:00 PM – 8:30 PM EDT
    Online Event
  • Lunch & Learn: Strength Finder
    Online
    RSVP
    Sep 16, 11:30 AM – 1:00 PM EDT
    Online
    September's Lunch & Learn will discuss Strength Finders.
  • Lunch & Learn: Kay Yow Cancer Fund
    Online Event
    RSVP
    Oct 21, 11:30 AM – 1:00 PM EDT
    Online Event
    October's Lunch & Learn will talk about the Kay Yow Cancer Fund in Raleigh, NC.
  • Estate & Generational Wealth Planning Seminar
    Online Event
    RSVP
    Nov 10, 7:00 PM EST
    Online Event
  • Lunch & Learn: Medicare
    Online Event
    RSVP
    Nov 18, 11:30 AM – 1:00 PM EST
    Online Event
    November's Lunch & Learn will discuss Medicare.
  • Lunch & Learn: Fitness & Nutrition
    Online Event
    RSVP
    Dec 16, 11:30 AM – 1:00 PM EST
    Online Event
    December's Lunch & Learn will be a discussion of fitness and nutrition with a professional fitness trainer.
  • TBD
    Golf Tournament & Dinner
    Location is TBD
    RSVP
    Time is TBD
    Location is TBD
    Hi! If you are interested in signing up for either the golf tournament or the dinner portion, RSVP to this invite.

OUR TEAM

INTERESTED IN SPEAKING WITH AN ADVISOR?

Fill out your information and we will reach out to you as soon as possible.

LINKS TO CHECK OUT

ONLINE PRIVACY POLICY

IMPORTANT DISCLOSURES

BUSINESS CONTINUITY

Disclosure:​

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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: NC. Cambridge and Family Legacy Financial Solutions are not affiliated. We are licensed to sell insurance products in NC, FL, NH, CA, MS, IA, VA, TX, and WA.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. This site is published for residents of the United States only. Not all of the products and services referenced on this site may be available in every state and through every representative listed.

1000 Centregreen Way #190, Cary, NC 27513

919-379-9000

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©2021 by Family Legacy Financial Solutions. CA, CO, FL, IA, IL MA, MO, MS, NC, NH, TX, VA, WA