ABOUT FAMILY LEGACY
Uncle Todd was an Engineer who loved investing. Nephew Josh was fresh out of college and had aspirations of setting up his own Financial Advising Firm.
Josh devised a plan to pitch his business idea to Uncle Todd. He created a PowerPoint presentation with statistics, visual graphics, and too many animations.
Uncle Todd stopped Josh about 5 minutes into the presentation. He had already made up his mind.
Josh moved to North Carolina from Florida, and Family Legacy Financial Solutions was born.
What Is Our Why
Our Why is what drives the ambition to grow and serve our members every day.
Our Why is derived from our company values.
This company was built by a family for families.
We are authentic and transparent in every facet of our operations.
We enhance the lives of our members by educating and empowering them.
FAMILY LEGACY ADVANTAGES
Not going to sell you products just for commission
No hidden costs or fees
Decisions made for your best interest
Two advisors who know your situation
Two advisors to build your plan
Two advisors to guide your financial decisions
We do not outsource our investments to other companies
We work with you to create an individualized portfolio
You will have access to see investments on a daily basis
Financial, Retirement, Tax, Estate, College, Risk Management
Knowledgeable and competent advisors
If there is a Financial decision in your life, we want to be involved
We have members, not clients
We have a retention rate of 90% with our current members
We value relationships with our members over transactions
Managing Partner, Investment Advisor Representative, Financial Advisor
Josh is an energetic and passionate person who enjoys helping others and making a difference in people’s lives. He strongly believes in helping others and taking care of family. Josh initially started in the insurance business before graduating from college. During this time he earned his life insurance license. He then moved on to graduate from the University of Central Florida in 2013 with Bachelor of Science in Finance. He finished 2nd in the UCF college of Business competition, which helped propel his career as a Registered Representative before forming Family Legacy Financial Solutions. Josh is now a Financial Planner and Managing Partner of FLFS, holding his Series 65 security registration.