Financial Planning to Reach Your Goals

Financial Planning to Reach Your Goals

From money management and savings plans to retirement, Family Legacy is your partner.

Until now, perhaps your only financial planning has consisted of a monthly budget or deciding what percentage of your paycheck you want to contribute to your 401(k) plan. Don’t worry — you are not alone.

It’s a cliché, but it’s the truth: In life, the only constant is change. New jobs and promotions. Engagements and marriages. Children and graduations. The need for college funds, retirement accounts and estate planning.

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Many of our clients start working with us at similar points in their lives, after a professional achievement or personal transition when they have more questions than answers about how to achieve their goals. We know you likely have many important questions, such as: How much to save? How much life insurance do I need? And, should I plan to care for my parent or a special-needs child? We know you likely also have financial goals. Moreover, you probably have some dreams about what you want your life to look like.

At Family Legacy, the first thing we do is get to know you by asking lots of questions and listening. Then, we work collaboratively to create a plan that addresses your needs and your goals. We will help you develop the financial habits you need now to save wisely for the future.

We would love to meet you and have an introductory conversation.

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, 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?

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