Financial Planning
At Family Legacy, we understand that every person and every family is unique. That's why our strategies, plans, and advice are tailored to you and your specific needs and goals. We work to create a comprehensive strategy for your life, your family, and your future. This holistic approach aims to help you make wise decisions through every season, from building wealth to protecting what you’ve built and planning for what comes next. Our team of experienced advisors can help bring clarity to complex choices and help you create, preserve, and pass on your legacy with confidence.
FINANCIAL PLANNING SERVICES
Retirement Planning
Retirement planning starts with a simple question: what do you want out of life in retirement? From there, we help map a path to aligning your income and expenses with long-term sustainability that supports the life you want today as well as your financial future. An important part of this process is helping to establish savings targets and identifying the right investment vehicles to reach them. By understanding your unique timeline, we can help keep your retirement goals within reach.
Accumulation Planning
Accumulating wealth isn’t a singular task. It’s a series of choices made over time to keep your money working for you. We partner with our clients to build a practical plan for saving, investing, and managing cash flow, so they can pursue the freedom that comes from financial stability and focus on what matters most.
COMPREHENSIVE FINANCIAL PLANNING
Family Legacy offers a full suite of services to help coordinate the many moving pieces of your financial life and ensure your strategy stays aligned, intentional, and built for what’s next!
Estate Planning
We can help you develop a strategy that aims to have your final wishes honored as you prepare to meet with an attorney, ensuring your plan stays aligned with your overall financial strategy.
Risk Management
Protecting you and your family from potential unknowns is essential. We review potential risks and can put policies in place to help mitigate some of these risks as needed.
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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widowed or divorced?
Financial planning when life shifts.
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, CFP®
contact
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?
Family Legacy, Inc
900 Pendleton Street, Suite 200, Greenville, SC 29601
P.O. Box 2545, Greenville, SC 29602
PHONE: 864.233.0808 | FAX: 864.370.1713
Disclaimer
Family Legacy, Inc. is a Registered Investment Adviser. This website is intended as an overview of services provided by Family Legacy, Inc. Please do not interpret anything in our site or any referenced links as a specific strategy or recommendation to your specific financial plan. We encourage you to contact one of our professionals with any questions related to your individual situation. Thank you for taking the time to visit our site and learn more about what we do.
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