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.
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.
In his free time, David enjoys coaching baseball, coaching football, wake surfing, scuba diving, golfing, hunting and fishing. He resides in Rogers, Arkansas, with his wife, Amy; sons, Maddox and Cruz; and their dog, Nash.
David is an insurance agent operating under Arkansas Resident Agency License No. 100104390 and NPN & Arkansas Insurance Producer License No. 7401683.
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 in the states of Louisiana and Mississippi 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.
Kishan Yalavarthi, M.D., M.B.A. has over 15 years of experience in the financial services industry. He holds an insurance license in the state of Missouri and has passed the Series 65 exam.
In addition to being a financial advisor in Missouri, Kishan is a board-certified diagnostic and neuroradiologist at ProSight Radiology Group who reads for St. Luke's Center for Diagnostic Imaging in Missouri.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at (479) 273-3040 today!
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.
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.