Who We Are
Uncle Todd was an Engineer who loved investing. Nephew Josh was fresh out of college and had aspirations of setting up his own Financial Advising Firm.
Josh devised a plan to pitch his business idea to Uncle Todd. He created a PowerPoint presentation with statistics, visual graphics, and too many animations.
Uncle Todd stopped Josh about 5 minutes into the presentation. He had already made up his mind.
Josh moved to North Carolina from Florida, and Family Legacy Financial Solutions was born.
Our Why is what drives the ambition to grow and serve our members every day.
Our Why is derived from our company values.
This company was built by a family for families.
We are authentic and transparent in every facet of our operations.
We enhance the lives of our members by educating and empowering them.