We offer complete financial solutions to include:
When you think it’s time for a major life change, we can help you evaluate your retirement plans and help you determine appropriate savings and lifestyle goals. Most retirees live on a little less money than they had while working. This doesn't mean having less of a life.
Since 1995 we have helped our clients with investment management by
choosing appropriate asset allocations designed to help them achieve
their objectives. We manage money on a fee only basis based upon the
amount of assets under management. We are independent and receive no
commission-based compensation on any investment product.
For many entrepreneurs, their greatest asset is their business. A lot of heart and sweat go into building the engine that fuels your life, which is why strategic business planning is so important. Are you still building your business or is your business building you?
Small business retirement plans provide effective ways to save money outside of your business and protect assets from creditors as well as reward key employees and motivate your people to work hard and stay loyal to the business.
Understanding what's most important to you in terms of your values can help you decide what directions are most important to you. Some people are more charitable minded and tithe regularly or contribute to causes that inspire them. Others seek to build more of a legacy for their heirs. With whatever path you choose, effective life planning can help you reach your goals.
Estate planning is about providing for whom you love and caring for them after you've passed. Estate planning is more than avoiding taxes. An effective estate plan is an act of love that addresses difficult details and has the potential to bring families together after a death. It also effectively and efficiently takes care of the needs of those left behind.
When you're leaving a position that you may have held for many years, there may be retirement money to consider. Should you roll it over? For most people leaving a longstanding employer, the retirement plan they leave can be a substantial amount of money, and when it comes to 401(k) rollover, conversion, and withdrawal options, lots of information and misinformation is available.
Life doesn't always go as planned. Sometimes people get injured or pass on early. What happens then? Implementing a risk management plan is essential to providing stability for yourself and those around you.
Family Legacy, Inc. began as a CPA firm and we still provide tax consultation to asset management clients, including annual tax planning and preparation. Every year we all must let the government know how we did and calculate how much we will contribute to the public good.
After financial independence, after you have provided for your family and those closest to you, after you have considered long-term care and estate planning issues, there arises in some people a significant altruistic passion to help others. We can help you decide how to direct your charitable planning energies to maximize your effectiveness.
