With Family Legacy Planning, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced financial professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
You may be able to use time to your advantage when investing for wealth accumulation.
Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a fixed income component to your retirement strategy.
Twenty-first century asset protection calls for more than just strategic asset allocation among a variety of conservative investments. Including insurance products like annuities in your financial strategy can help protect your money from declines due to market losses.
When shopping for life insurance, consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products may work best within your overall financial strategy.
Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
David Welborn offers investment advisory services through AE Wealth Management, LLC. Frederick W. Miller offers investment advisory services through Global Financial Private Capital and Kishan Yalavarthi offers investment advisory services through Shearwater Capital.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.