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

Family Legacy Service Offerings

We are a comprehensive financial service firm, serving individuals and families, retirees, and small business owners. Financial planning doesn’t adequately describe what we do for our clients. We engage with each client on a personal level to uncover what motivated them. With this understanding we provide them with a detailed written financial plan that outlines the steps we recommend.


As our name suggests, Family Legacy is indeed built on servicing 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. This client engagement process focuses on families, which typically takes four meetings. Each meeting gets us closer to a better understanding of the clients future and current financial situation. This is the most important and integral part of providing a world class client experience.

Our service offerings include:

Integrated Wealth Management

  • 401(k) and Pension Rollovers

  • Wealth Coaching

  • Proper Distribution of Retirement Plan Assets

  • Planning for Multiple Income Streams

 

Risk Management

  • Insurance Review and Assessment of Coverage

  • Death and Disability Coverage

  • Income Protection

  • Long Term Care

 

Asset Management

  • Fee-based Financial Plans

  • Regular Portfolio Review

  • Portfolio Management for Individual Investors

  • Asset Allocation Strategies Reflecting Your Goal

 

Comprehensive Estate Planning Services (non-legal)

  • Tax Reduction Strategy

  • Charitable Gifting

  • Charitable Remainder Trust Design

 

Corporate Services

  • Retirement Plan Design and Implementation

  • Group Life, Long Term Care and Disability

 

Concierge Level Service

"To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity."

Don Alden Adams, President Watch Tower Bible and Tract Society of Pennsylvania

Here at Family legacy it’s our commitment to clients that we provide them the best experience when building their future.   Our services include:

Annual Comprehensive Financial Review

  • Plan documents, profiles, and data are reviewed and updated annually

  • Alternative actions from attorneys, accountants, or other financial providers may be illustrated in your plan

  • Financial and Estate Plans are reviewed and updated as needed

 

Quarterly Performance Review

 

  • Manager and portfolio performance reviews

  • Changes or updates to your current situation are discussed in person

  • Overall investment performance is measured annually and compared to both standard indices and the goals of your financial plan

 

Referrals to Our Expert Network

 

  • Personal and Family Trust Advisors ·  Our Pro Group Experts 

  • Credit and Lending Analysts

  • Estate Planning Attorneys and Legal Counsel · CPAs

  • Exit Strategists for Closely Held Business

Annual “Account-Ready” Tax Packages

 

  • Investment products implemented through our

  • Wealth Management Services have 1099s, which are prepared and compiled with a summary and details of any gains or losses taken during the year

  • Financial and Estate Plans are reviewed and updated as needed for tax implications

 

Year End Capital Gains Tax Adjustments

 

  • Help you minimize your annual capital gains tax within your portfolio and other investments, by helping you reposition your investments to realize necessary losses, if any, at the end of each year to offset any realized gains

  • Coordinate this effort with you and your accountant to ensure your investments are working in tandem

 

Access to Financial Education Workshops

 

  • Team of advisors who teach Corporate Education courses to small and Mid-Size companies, local non-profits, and places of worship

  • Professionally trained advisors in communication and presentation

  • Quarterly Seminars held at the JCC in Durham

  • Medallion Signature Guarantor and Notary Public services