Ffed miller Finding a Financial Professional | Family Legacy Planning
We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!

Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

Family Legacy Planning

We’re committed to helping you pursue the retirement you want. We do this by providing guidance to help you develop a customized financial strategy for retirement, and offering a variety of insurance and investment products to help you work toward your financial independence.

The team at Family Legacy Planning is here to help ensure you receive the assistance you need, not only in developing your financial strategy, but in maintaining it throughout your retirement.

Meet David Welborn

As the president of Family Legacy Planning, David Welborn is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

David became interested in the financial services industry when he hired a personal financial advisor at the age of 18. A couple years later, David realized the financial advisor he had hired was merely just a mutual fund salesman, and therefore wasn’t performing all of the duties David required. He fired him and began investing funds on his own, learning the ins and outs of the industry at an early age.

After earning his bachelor’s degree in microbiology from the University of Arkansas, David went on to apply for dental school. However, during his dental school interview, he was asked what type of books he read for leisure. David realized all of the books were on financial topics, not on teeth. He decided dental school wasn’t for him, and instead started his own financial services company.

David holds his life, health and long-term care insurance licenses in Arkansas and has passed the Series 65 exam. David has repeatedly trained other top advisors nationwide as a respected speaker at financial and insurance conferences.

With a focus on income planning, wealth management, tax efficient strategies and legacy planning, David works to serve clients and their families in the greater Northwest Arkansas area. He has been featured in the Arkansas Democrat Gazette and Northwest Arkansas Business Journal.

He enjoys spending his free time with family, cheering on his sons sports teams, mountain biking, and is an avid outdoorsman.

David is an insurance agent operating under Arkansas Resident Agency License No. 100104390 and NPN & Arkansas Insurance Producer License No. 7401683.

Meet Fred Miller

Frederick W. Miller was born and raised in Lafayette, Louisiana. He spent the first 15 years of his working career as the chief fundraiser and project manager for a Benedictine monastery. He is the trusted financial advisor for a select group of families, specializing in wealth management and retirement income planning while drawing from his years of experience managing funds for nonprofit organizations. To provide all the services his select families might require, he holds an insurance license and has passed the Series 65 exam.

In his off-time Fred enjoys reading, traveling, piano-playing and water-skiing. He currently lives in New Iberia with his wife, Alexa, and their daughters, Juliet and Cecilia.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@familylegacyplanning.com or call us at (479) 273-3040 today!

Have Questions for Family Legacy Planning?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current financial strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

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.

Investment advisory services offered by FLP Wealth Management, LLC.

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.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of David Welborn or Family Legacy Planning Wealth Management is stated or implied.

AW06161049