Financial Planning in Greenville, SC

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.

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Our 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.

Accumulation Planning

Accumulating wealth isn’t a singular task. It’s a series of choices made over time to keep your money safe and 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 Services

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 your 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 the risks as needed.

• Charitable Planning: If giving is part of your legacy, we help you do it with purpose and strategy. Together, we can explore ways to support the causes you love while maximizing tax-efficient opportunities.

• Tax Consulting, Planning, and Prep: Our in-house tax expertise helps you plan proactively, stay compliant, and streamline the filing process. 

• Business Consulting: Our team can provide expert guidance on strategy, structure, and key decisions to help strengthen your business in a way that also supports your long-term personal goals. 

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