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

We provide our clients with the professional knowledge and resources of a large corporation, but with the attention and personal touch of a small boutique firm. Our cutting-edge technology gives our clients a complete picture of their finances from a secure, encrypted web-based portal. This powerful interactive tool allows you to view all your accounts in one place and track your progress against your customized wealth plan.

Robust investment research, integrated financial planning tools and a leading advisory platform enable our advisors to deliver a holistic approach to financial planning, offering diversified solutions to help you reach your financial goals. In addition, our people are our greatest resource. Each and every member of our team genuinely cares for our clients, and with each phone call and office visit, they are reminded that we are truly dedicated to their success.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.