Accumulation Planning

Couple Income PlanningAccumulation Planning for Passive and Active Income

To accumulate wealth isn’t a singular task – it’s a series of choices, of prudent decisions made over time to help keep your money safe and working for you. Family Legacy’s advisors are at your side to help you save, invest, budget and manage your money to enable you to find the freedom that comes from financial stability.

Our financial advising combines various approaches tailored to what works best for your personal situation and goals. Our work with clients often includes plans that address:

  • Savings: In our experience, we’ve found that financial freedom and quality of life come from living beneath your means, while accumulating assets, and focusing on relationships. Achievable savings plans help make a fulfilling and sustainable lifestyle a reality. Family Legacy helps clients make sound earning decisions, budget for a quality lifestyle, and set aside emergency cash reserves.

  • Risk Tolerance: Your tolerance for risk usually changes during different life stages. Whether you’re early in your career and trying to maximize earnings, or you’re approaching the time when you will need to draw from your investments to provide your everyday living, Family Legacy can help you make adjustments to your investment allocation to reflect your risk tolerance, while maximizing your earnings and preserving capital.

  • Cash Flow & Liquidity Management: As funds come in, you’re faced with decisions about spending, saving and investing. Your Family Legacy advisor will partner with you for these decisions, balancing the needs of your lifestyle now and the needs to come next year, in 10 years, and in decades from now.

  • Lifestyle Budgeting: Understanding your budget begins with knowing your goals. Your Family Legacy advisor starts by getting to know you and the kind of life you want now and in the future. Balancing your family needs, goals, and saving plans, your advisor will help structure a lifestyle budget that allows you to focus on relationships over money, with an eye on what matters most.

  • Debt Management: Not all debt is bad, but too much debt is rarely good. Strategic planning with your Family Legacy advisor can help you understand when to take on debt, how to restructure it, and when to avoid it. We can also help you create a plan to get out of excessive debt to make your money work more effectively.


Contact Family Legacy today to start the conversation toward letting your wealth accumulate actively, so you can focus on what really matters.

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services

Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.

 

multi-family office

Managing estates, trusts and generations.

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multi-family office

Managing estates, trusts and generations.

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widowed or divorced?

Financial planning when life shifts.

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widowed or divorced?

Financial planning when life shifts.

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Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CEPA, CFP

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Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?

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