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Terminology

Fiduciaries

Fiduciaries

  • Not going to sell you products just for commission

  • No hidden costs or fees

  • Decisions made for your best interest

Dual-Advisor Strategies

  • Two advisors who know your situation

  • Two advisors to build you plan

  • Two advisors to guide your financial decisions

Dual
In house

In-House Investments

  • We do not outsource our investments to other companies

  • We work with you to create an individualized portfolio

  • You will have access to see investments on a daily basis

Comprehensive Services

  • Financial, Retirement, Tax, Estate, College, Risk Management

  • Knowledgeable and competent advisors

  • If there is a financial decisions in your life, we want to be involved

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Comprehensive

Relationship Based

  • We have members, not clients

  • We have a retention rate of 90% with our current members

  • We value relationships with our members over transactions

Relatoship Based

Disclosure:​

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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. 

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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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