Strategic Stewardship for Sustainable Growth
What legacy will you create in retirement? We help families in Bentonville and Northwest Arkansas discover the answer.
Planning for Prosperity with Integrity and Family Values
Founded in 2004, Family Legacy Planning prioritizes your financial needs with hard work and transparency. We evaluate your financial situation and offer recommendations in your best interest. Our experienced professionals understand not only finances but also the importance of family and freedom in your financial future.
How can past volatility inform our present?
Watching market volatility can be exciting or nerve-wracking, depending on how much of your assets are tied to the markets’ performance. How do you know how to react? This 12-page guide explains all of that and more:
Our Process
Legacy Retirement Plan
Prepare for retirement by putting your hard-earned assets to work.
- Wealth Management
- Investments
- IRA/401(k) Rollovers
Protect the assets that can help you live the retirement you've always imagined.
- Asset Protection Strategies
- Life Insurance
- Annuities
- Tax-Efficient Strategies
- Long-Term Care Strategies
Feel empowered to enjoy your retirement to the fullest, knowing you've earned every moment of this financial freedom. With a plan now in place, you can celebrate the best years of your life with confidence — and indulge in the experiences and passions you've always dreamed of.
- Retirement Income Strategies
- Tax Efficient Income Strategies
Provide for the people and causes you care about the most.
- Qualified Charitable Distributions (QCDs)
- Donor Advised Funds
- Charitable Giving
We can also refer you to professionals who provide the following services:
Trusts Probate Estate Planning Tax Planning
Trusts | Probate | Estate Planning | Tax Planning
Plan Your Legacy Today
We can’t wait to learn about your journey to retirement. Claim a no-obligation consultation or join us at an upcoming educational seminar to get started.