What We Do And How We Can Help
In an industry that often emphasizes numbers and transactions, there is a great need for professionals who prioritize relationships and transparency. Family Legacy Financial Solutions was founded to fill this gap and serve our clients in a way that educates and empowers them to take an active role in managing their finances.
Who We Are
Family Legacy Financial Solutions is a full-service financial planning firm focused on providing relationship-based, comprehensive wealth management services built solely on client needs. We offer concierge-level service with the personal touch of a small firm. Built on our four core values of family, authenticity, transparency, and empowerment, we offer each and every client we meet with an unwavering commitment to their goals, dreams, and best interests.
What We Do
We offer comprehensive financial planning and investment management solutions, including wealth management, retirement planning, estate planning, asset management, and risk management. Our services go beyond a one-time recommendation. Financial planning is a process, and in order to provide you with customized service and guidance, we need to get to know you and your life situation. We engage with each client on a personal level to discover what makes them tick. Only once we understand your current circumstances and where you want to be in the future can we provide an objective and detailed financial plan with our recommendations.
As our name suggests, Family Legacy is indeed built on serving families. Our advisors collaborate with your CPA, your attorney, and any other influential people involved in your finances to make sure that all possible aspects of your finances are taken into account. Whether clients come to us for help in one area or multiple areas, we strive to provide unbiased financial counsel, deliver exceptional service, and focus 100% on our clients’ unique needs and priorities.
Who We Serve
At Family Legacy Financial Solutions, we are passionate about our industry and helping families. While we work with a variety of people, many of them are technology professionals, retirees, and small business owners. Our clients may vary in age and profession, but they share some commonalities: they are family-oriented people who desire to learn about money and take control of their financial life.
What Makes Family Legacy Different?
We believe our clients choose to work with us because they trust us and share our core values. They recognize our commitment to transparency and appreciate our exceptional level of service. Our dual-advisor approach helps us offer individualized services and focus on building lifelong relationships, creating a unique family of sorts out of our small firm.
Family Legacy is different from other firms in that we are independent fiduciaries. We disclose all fees and commissions and strive to be authentic in all we do. In addition, we go above and beyond basic financial planning. We want our clients to be engaged in the process because we believe that empowering the client is as important as delivering a fundamentally sound plan.
Our Goal For You
More than anything, the greatest benefit we want to offer you is peace of mind. Our goal is for you to not have to worry about your financial future and enjoy your retirement years to their fullest. By partnering with Family Legacy Financial Solutions, you can rest easy, knowing that you are working with a team who is dedicated to your success. If you want to experience the difference Family Legacy can make in your financial life, schedule a complimentary consultation online today!
About Family Legacy Financial Solutions
Family Legacy Financial Solutions is an independent financial services firm serving individuals and families, retirees, and small business owners in the Cary, Durham, Raleigh, and Chapel Hill areas of North Carolina. We offer comprehensive financial planning and investment management, focusing on building lifelong relationships while educating and empowering our clients. To learn more about Family Legacy Financial Solutions, connect with us on LinkedIn.