The financial management process at Family Legacy begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we will focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long term, maintaining an adequate level of risk management. We work with you side by side so that you are confident and comfortable with the financial suggestions we make.
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Some of the services we offer:
  • Retirement Planning
  • Tax Savings Strategies
  • Investment Planning
  • Asset Protection Programs 
  • Stretch and Multi-Generational IRA Planning
  • Estate Conservation 
  • Risk Management Strategies  
  • Charitable Giving
  • Advice regarding HECM Special Government Home Equity Conversion Mortgage just for seniors

Edward Barnard 
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President
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P: 704.831.3595
F: 704.831.3598

3525 Whitehall Park Dr. Ste 180.  Charlotte, NC 28273
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.
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All written content on this site is for information purposes only.  Opinions expressed herein are solely those of Family Legacy Wealth Management, LLC, and our editorial staff.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation.  Fee based financial planning and investment advisory services are offered by Family Legacy Wealth Management, LLC, a Registered Investment Advisor in the State of North Carolina. Insurance products and services are offered through Family Legacy Group, Inc.. Family Legacy Wealth Management, LLC and Family Legacy Group, Inc. are affiliated companies.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted.  Family Legacy Group, Inc. is a BBB Accredited Business.This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.