About Us

Imagine a deserted island in the middle of a clear blue sea, surrounded only by white sandy beaches and colorful coral reefs. Picture an oasis that provides relief from the stresses of daily life--a sanctuary that beckons one into its peaceful fold.

We all would like to feel this way, however, achieving this feeling throughout life is not truly a realistic goal. Yet, it can be very helpful to find ways to reduce the "desert of confusion and stress", that at times occurs in financial planning. The Family Legacy team strives to be an oasis of practical advice and simplified guidance adding confidence to your plan. The way this confident team sees it, the professional advice they offer to retirees and pre-retirees, in the Carolinas, can be a helpful relief that grows over time. Just as adding water to the desert can make it bloom, valuable financial insight can provide a catalyst to help clients potentially achieve the results they had hoped for, and needed, to succeed in retirement.

The team at Family Legacy has a genuine fondness for helping retirees and those transitioning into retirement. When it comes to financial planning and investment recommendations, this team's key focus is excellent service and objective financial advice.

Basing their retirement recommendations on a mix of Asset Protection Strategies, Medicaid Planning and Asset Allocation Investment Strategies, this team has shown a commitment for putting their clients in a position to help grow, preserve, and protect their lifelong earnings. Backed by a strong desire to work primarily in the retirement arena, the Family Legacy team has been specializing in this important and complex area of planning successfully for their clients for over 10 years now.

Family Legacy strives to make a difference in their client's lives. Financially, they aim to deliver competitive returns, tax-favored positioning and effective risk management. Emotionally, their focus turns to showing clients how their educated decisions will impact their own future and bring more confidence in retirement.

They offer informative seminars and bring a pressure-free approach to potential clients.