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

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Harness the industry’s first integrated financial and tax planning solution featuring tax projections and tax-efficient distribution strategies. Our comprehensive suite of tools provides: Social Security optimization, sequence of return risk, stress testing, budgeting, cash flows and more.

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Investments that you entrust to our firm are placed in custody with National Financial Services LLC, a Fidelity Investments® company. WealthScape Investor℠ is NFS' electronic trading and account-information platform for clients.