Our Services

Most advisory firms only focus on one or two areas of your financial life. Family Legacy Consulting is different. We offer finance, tax and estate planning services all under one roof. Here’s a closer look at what our suite of services includes: 

Putting off estate and legacy planning until it’s too late—or the timing is less optimal—can cause problems for the people and organizations you love most. Our team can help you organize your affairs and feel confident that your wealth and assets are dispersed according to your wishes. With an estate planning attorney and legal professionals on staff, we can provide the necessary guidance and documents needed. 

An elderly man and a young boy are running with balloons in a park.

Estate and Legacy Planning

An elderly couple is walking on the beach at sunset.

For wealthy families and business owners, strategically managing taxes is a crucial part of preserving hard-earned wealth to either reinvest or enjoy. Our on-staff CPA can review past returns to assess if you’re over- or underpaying on taxes and discuss ways to potentially reduce future tax burdens. 

Tax-Minimization Strategies

A man and a woman are looking at the sunset over the ocean.

Our comprehensive financial planning process is designed to take a bird’s eye view of your entire financial picture, assess where you are today and help you envision what tomorrow could look like. After a thorough assessment, we can propose strategies to help you achieve your goals faster, and with improved tax savings, less potential risk and more financial rewards in the future. 

Comprehensive Financial Planning

An elderly couple is dancing together in a living room.

Whether you have stocks, bonds, mutual funds, 401(k) accounts, IRAs or other investments accounts, we can assess the performance of your accounts against your long- and short-term goals, tax burdens and legacy wishes. All assets are managed according to your risk tolerance. 

Assets Under Management

A man and a woman are dancing in a kitchen.

Our team can help you navigate the seemingly complex world of insurance and help to ensure you have a plan for the challenges you may face on the road ahead—from long-term care to the passing of a spouse and more. 

Customized Insurance Strategies

A man and a woman are shaking hands in front of a window at sunset.

Many of our clients have worked hard to build successful businesses that provide well for their families. Yet, at some point, they begin to wonder what if or what’s next. Our firm can help discover the answers to these questions by working with you on succession planning. This can involve the use of key-person insurance and legacy strategies to help ensure the business can remain viable in the future. 

Business Strategies

Your guided journey: Discover our strategic planning process

Establish Transparency

01

Connection, Conversation. We begin with an open conversation to get to know each other, identify your goals, core values, beliefs and discuss your current situation and desired future. 

Build Your Financial Foundation

02

Comprehensive Financial Plan. Our experienced, professional team creates a strategy encompassing financial planning, investment management, insurance, tax, and estate and business succession planning.

Ensure Strategic Cash Reserves

03

Cash Organization Plan. We help you identify and maintain your cash reserves, providing strategies on ways to achieve and sustain them. 

Balance Risk + Reward

04

Personalized Investment Plan. Our team develops a personalized investment plan aimed at balancing risk and reward, and helping to ensure prudent money management. 

Manage Debt Strategically

05

Debt Organization Plan. We advise on wise debt utilization and, with the help of our partners, create a plan designed to help reduce or eliminate debt through a clear debt-reduction schedule. 

Manage Risk Effectively

06

Insurance Audit Plan. Our partners perform an insurance audit to review all your policies, helping ensure you pay appropriate premiums and your coverage meets your needs. 

Review + Adjust

07

Annual Review (AR) Plan. Annually, we review your progress, reaffirm goals, celebrate achievements and make necessary adjustments to your strategic plan based on life events and market changes.