Why Family Legacy Builders?

We are a boutique financial services firm who focuses on protecting your financial future with appropriate estate planning strategies.

Because of What We Believe:

At Family Legacy Builders, we employ a five-step process. It all starts with a conversation so we can get to know you, your life story, your current needs and wants for the future. Only after we get to know you do we propose strategies and recommendations to help enhance your situation. After our initial work is done, we will continue to work together as life unfolds and needs change.

Because of the Value We Offer:

Our suite of services is designed to work holistically together to cover your needs. We only recommend services that fit your situation, as no two clients are the same. Some may need a retirement income stream they can’t outlive, while others might want to make sure they have additional health care in place or assets to leave their family should the unexpected happen. Taxes can be a large expenditure for many Americans, so it’s common for clients to wonder if there are strategies to help potentially reduce their tax burden. After getting to know you, we may offer the following services based on your needs.

At Family Legacy Builders, our mission is to empower families to secure their financial future and build a lasting legacy. We provide comprehensive insurance and financial planning services tailored to meet the unique needs of each client, offering personalized strategies that ensure financial stability, growth, and peace of mind. Through integrity, expertise, and unwavering dedication, we strive to protect what matters most, helping our clients achieve their financial goals and leave a meaningful legacy for future generations.