FINANCIAL PLANNING

We help our clients feel financially secure in all aspects of their life.

What is Financial Planning?

At its core, a financial plan accounts for your sources of income and creates the means to meet your immediate needs and achieve your future goals. Financial planning is a broad term for a process that incorporates multiple financial tools and strategies in alignment with your objectives. In general, a financial plan will focus on solutions that:


  • minimize risk,

  • maximize return,

  • protect accumulated wealth,

  • leverage assets,

  • receive favorable tax-treatment during accumulation and distribution.

Your financial goals can be short, mid, or long-term. For instance, you may want to explore advantaged ways to pay for college tuition for a child that will begin college in a few years. Or you may want to begin to prepare for retirement ten or fifteen years out. Financial planning can begin at any stage in your earning years. It is also important to recognize that your financial plan is not a static document, rather a living process that will grow and adapt with your life changes.


Family Legacy helps you create comprehensive financial solutions for families at any stage of their life.  Schedule an appointment online or contact us now to discuss your financial needs.

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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