Family Legacy Financial Solutions

Family Legacy Financial Solutions is a registered investment advisory firm offering financial planning, estate planning, life insurance and tax planning for families and professionals. The firm works through a comprehensive planning process that starts with a conversation about income, investments and long-term goals, then builds a custom plan covering budgeting, retirement, tax strategy and risk management.

The firm charges an annual fee based on a percentage of managed assets, with a planning fee for smaller accounts, and its in-house tax firm can handle e-filing for members and non-members. Initial consultations can be booked by phone or online. The office is on Weston Parkway in Cary, and the firm works with clients across the Triangle area.