CONCIERGE LEVEL SERVICES

While it maybe enough to provide you with a comprehensive integrated financial plan, we feel the need to go one step further to provide a truly unique experience to our valued clients. Therefore, we have developed concierge-level client services that we believe to be without equal quality in our industry. Our services include:

Annual Comprehensive Financial Review

  • Plan documents, profiles, and data are reviewed and updated annually

  • Alternative actions from attorneys, accountants, or other financial providers may be illustrated in your plan

  • Financial and Estate Plans are reviewed and updated as needed

 

Quarterly Performance Review

 

  • Manager and portfolio performance reviews

  • Changes or updates to your current situation are discussed in person

  • Overall investment performance is measured annually and compared to both standard indices and the goals of your financial plan

Referrals to Our Expert Network

 

  • Personal and Family Trust Advisors ·  Our Pro Group Experts 

  • Credit and Lending Analysts

  • Estate Planning Attorneys and Legal Counsel · CPAs

  • Exit Strategists for Closely Held Business

Annual “Account-Ready” Tax Packages

 

  • Investment products implemented through our

  • Wealth Management Services have 1099s, which are prepared and compiled with a summary and details of any gains or losses taken during the year

  • Financial and Estate Plans are reviewed and updated as needed for tax implications

 

Year End Capital Gains Tax Adjustments

 

  • Help you minimize your annual capital gains tax within your portfolio and other investments, by helping you reposition your investments to realize necessary losses, if any, at the end of each year to offset any realized gains

  • Coordinate this effort with you and your accountant to ensure your investments are working in tandem

 

Access to Financial Education Workshops

 

  • Team of advisors who teach Corporate Education courses to small and Mid-Size companies, local non-profits, and places of worship

  • Professionally trained advisors in communication and presentation

  • Quarterly Seminars held at the JCC in Durham

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 and TX.

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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