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It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Let us help you take control

It is important to feel you have control over your future. At Family Legacy Planning, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

Contact us today to schedule a no-obligation Customer Care Needs Analysis! Call us at (479) 273-3040 or connect with us online at info@familylegacyplanning.com.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path toward owning your tomorrows.

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.

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Contact Us

Phone:

(479) 273-3040

Email:

info@familylegacyplanning.com

Location:

1400 SW Susana St.
Suite 12
Bentonville, AR 72712


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.

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.

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