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
Family Legacy Financial Solutions
Golf Tournament & Dinner
Lonnie Poole Golf Course
Estate & Generational Wealth Planning Seminar
Family Legacy Financial Solutions
Lunch & Learn
Family Legacy Financial Solutions
Holiday Celebration
Family Legacy Financial Solutions
Lunch & Learn
Family Legacy Financial Solutions

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:​

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.

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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©2020 by Family Legacy Financial Solutions.

Josh Stubbolo

​CEO, Managing Partner & Financial Advisor