Wealth Management

If your risk tolerance and financial situation suggest, you may want to consider an aggressive asset allocation focused on accumulating wealth with at least a portion of your money.
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Wealth Management

You may be able to use time to your advantage when investing for wealth accumulation.

Generally speaking, the longer you invest, the more potential your money has to grow. If your portfolio has not yet fully recovered from market losses in recent years and you're looking to get back on track to accumulating wealth, you may wish to consider a more aggressive allocation with at least a portion of your money.

However, in an environment of flucating stock market prices, it can be difficult to generate steady and reliable income without the use of more conservative investments and/or fixed income products. After all, the last thing you want to do in retirement is lose more ground during another market correction.

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.

At Family Legacy Planning, we offer you the following products and services:

(Click the images below to learn more about each product and service)

Annuities

Wealth Management

Asset Protection

Life Insurance

Retirement Income Strategies

Tax-Efficient Stategies

Long-Term Care

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

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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