WHAT WE DO

At Family Legacy Financial Solutions, we provide relationship-based, comprehensive wealth management services based solely on clients' needs and their best interests.

FINANCIAL PLANNING

We help our clients feel financially secure in all aspects of their life.

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Mitigate

Risk

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PROTECT ACCUMULATED WEALTH

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LEVERAGE

ASSETS

RISK MANAGEMENT

Feel at peace knowing your loved ones are protected.

INSURANCE REVIEW & ASSESSMENT OF COVERAGE

LONG-TERM CARE INSURANCE

INCOME PROTECTION

DEATH & DISABILITY COVERAGE

ESTATE PLANNING

Secure your future today.

TAX REDUCTION STRATEGY

CHARITABLE GIFTING

REVOCABLE & IRREVOCABLE TRUST DESIGN 

GENERATIONAL WEALTH PLANNING

TAX PLANNING

We make it simple.

TAX LOSS HARVESTING

TAX SHELTERING

TAX DEDUCTIONS & CREDITS

CONCIERGE LEVEL SERVICES

ANNUAL COMPREHENSIVE FINANCIAL REVIEW

QUARTERLY PERFORMANCE REVIEW

REFERRALS TO OUR EXPERT NETWORKS

ANNUAL "ACCOUNT-READY" TAX PACKAGES

TECHNOLOGY ACCESS FOR CLIENTS

ACCESS TO FINANCIAL EDUCATION WORKSHOPS

DAVE RAMSEY

Dave Ramsey's 7 Baby Steps will show you how to save for emergencies, pay off all your debt for good, and build wealth. It’s not a fairy tale. It works every single time!

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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, MS, IA, 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.

1000 Centregreen Way #190, Cary, NC 27513

919-379-9000

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