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.
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