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, 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.

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Contact Us:

Office: (919) 379-9000

1000 CenterGreen Way, Suite 190
Cary, NC 27513

✉  todd@familylegacync.com

© Copyright 2018 Family Legacy Financial Solutions

Corporate Benefits

Family Legacy provides services for individuals looking to understand and maximize their corporate benefits as well as companies wishing to provide benefits to attract, retain, and reward their employees.

For Individuals


Family Legacy provides services for individuals looking to understand and maximize their corporate benefits. When you are employed by a company, you may have a variety of benefits available to you, above and beyond your salary and group health insurance. These benefits can be things such as matching 401(k) contributions, IRA accounts, health savings account contributions, group life insurance, and more.

The unfortunate reality of many corporate benefit programs is that employees often don’t fully understand them or take advantage of what’s available. How you participate in employer-sponsored benefits should be aligned with your financial and retirement goals.

Family Legacy can assist you with your corporate benefit decisions by analyzing your employer programs and making recommendations that work in concert with your overall financial objectives.

For Employers 

Many small businesses may think that an employee benefit program that attracts and retains quality workers is out of their reach. However, solutions such as 401(k)s, IRAs, etc. are not only available to your employees, they can reap great tax benefits for your business.

Schedule an appointment online or contact us to explore your benefit options.