The FLB Story

Family Legacy Builders, we offer an integrated solution through a comprehensive wealth management approach. Our firm helps define and achieve unique, long-term goals with services including holistic financial planning, tailored investment strategies, tax planning, asset allocation, risk management, insurance, retirement planning, and estate planning. Count on Family Legacy Builders for independent, objective, and integrated financial solutions optimized for your needs and goals.  Achieving financial security can be complex, especially as affluence increases decision-making intricacies. As wealth grows, the need for time and expertise in maintaining growth, protection, and distribution becomes paramount.

While attorneys, accountants, insurance brokers, and financial planners offer invaluable advice, their independent services often require clients to sift through individual recommendations.

Our Mission

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.