What We Do

Strategic Financial Management Tailored to Your Needs

Our proactive strategies and comprehensive services help maximize your wealth.

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Our Process

Legacy Retirement Plan

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

Prepare for retirement by putting your hard-earned assets to work.

  • Retirement Income Strategies
  • 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

Provide for the people and causes you care about the most.

  • Qualified Charitable Distributions (QCDs)
  • Donor Advised Funds
  • Charitable Giving

Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

Long-Term Care Strategies

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Family Legacy Planning Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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.

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