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Milestone Program
Our individualized goal program, designed by you and our team to incentivize healthy financial habits.
Goals that are financial and family oriented, with rewards accompanying each goal level.
The more difficult the goal, the better the reward.
Disclosure:
Advisory services provided by Family Legacy Financial Solutions, LLC, a Registered Investment Advisor. Investment Advisor Representatives of Family Legacy Financial Solutions have a fiduciary duty to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.
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 (Family Legacy Tax Solutions LLC) 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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