Once your personal legacy is in place, then you can focus on what truly matters. At Family Legacy, we’re proud to partner with clients to help them find the peace that comes from sound planning, prudent living and wise choices. We understand that every person and every family is different, so our investment strategies, savings plans, retirement plans, estate plans and tax advice are tailored to each individual.
Family Legacy takes a holistic approach to financial planning, advising clients on various aspects of wealth, business and estate planning, including:
|Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.|
"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, CFP®
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?