Family Legacy Financial Services
About
At Family Legacy Financial Solutions, we are passionate about our industry and helping families. We firmly believe that as advisors, our role is not simply to serve clients but to do so in a way that educates and empowers them to take an active role in managing their finances. We do not have clients as we respectfully refer to individuals as members. We focus on providing relationship-based, comprehensive wealth management services based solely on members' needs and their best interests. With Family Legacy Financial Solutions, you will experience concierge-level service with the personal touch of a small firm. Our services and scope of how we help go well beyond traditional financial services firms. I encourage people to seek out a simple conversation with our team to learn more.
The people.
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Frequently asked questions
What is your typical process for working with a new customer?
We offer a comprehensive approach that covers the entire breadth of financial planning across a range of services. We prioritize all the goals of our members to help create a custom approach that takes in their best interest. There is no one-size-fits-all plan for any member of our firm.
We pride ourselves on understanding the wants and needs of our members to create a plan to best meet their goals. As a result, there is not much that we will not assist with. For example, we will go with our members to negotiate the price of a car, close on the purchase of a house, meet with an estate attorney, and much more.
We want to serve our members in an educational and empowering way to make the best decisions for their finances. By using a dual-advisor strategy, we guide our members to make these decisions in real-time.
What education and/or training do you have that relates to your work?
Each financial advisor at our firm has earned proper licenses to be considered legal fiduciaries.
Do you have a standard pricing system for your services? If so, please share the details here.
Our financial advisors charge an annual fee that is a small percentage of the amount of money that they manage for a member. In our firm, we utilize a breakpoint fee structure that is based on the annual invested amount. This fee structure is used to align our interests with the members, so our advisors benefit more as they do.
How did you get started in this business?
Our financial advisors all have unique stories as to how they were attracted to the financial industry. I would strongly encourage you to check out our advisors' bio pages through our website.
https://www.familylegacync.com/about-us
What types of customers have you worked with?
We pride ourselves on not having any clients or customers. We have members. Our members are engaged and want to be educated about how their money can work harder for them. Outside of our firm, we work with estate attorneys, tax advisors (In-house), funeral homes, car dealerships, doctors, lawyers, realtors, injury lawyers – the list is endless! We are always happy to add to this list and accompany our members with any other service providers that impact them financially.
Describe a recent event you are fond of.
The birth of our CEO's first child. Our company slogan is "Life's journey begins and ends with family." We pride ourselves in helping our members create generational wealth and this event really correlated with how our firm operates.
What advice would you give a customer looking to hire a pro in your area of expertise?
Use someone who is a fiduciary that works for an independent RIA or independent B/D. We have found that those who have separated from some of the larger firms seem to have high levels of competency as well as ethics.
What questions should customers think through before talking to pros about their needs?
Have you considered what a legal fiduciary is?
Is the person you will be working with going to have your best interest in mind at all times?
Also, what services do you get for what you pay for? Does the advisor do more than retirement planning?
What are the costs associated when working with certain advisors/firms?