Family Legacy Partners is a client-centric, independent financial services firm. Client relationships based on integrity, professionalism, understanding and mutual respect are the foundation upon which the firm is built. Our dedicated client focus is a commitment that we will always act in the client’s best interests.
Helping our clients financially is only part of our goal. Investment returns are only one half of the equation. With greater return expectations comes greater investment risk. Our goal is to manage our clients’ likelihood of success while also managing their exposure to investment risk. To do this, we maintain a strict focus on our clients’ needs and goals; build investment portfolios tailored specifically to their needs and tolerance for risk; utilize unique asset allocation, diversification and rebalancing techniques to further reduce investment risk; and invest for the long term.
Wealth planning and management is a long-term, dynamic endeavor. Successful advisor/client relationships are built around a commitment to a long-term financial plan. We utilize sophisticated tools designed to assist clients in reaching lifetime financial goals, regardless of short-term fluctuations in the financial markets.
We believe in collaboration. When seeking outside resources to serve our clients’ needs, we look for partners that not only are acknowledged experts in their fields, but also share our vision and values. We have teamed with top-tiered firms that provide access to complex estate planning solutions; tax and accounting services; independent, conflict-free, capital markets research; portfolio design strategies and investment vehicles – all for the benefit our clients.
The Value of Independence
Unlike many of our competitors, Family Legacy Partners is an independent financial services firm. Independence means we are neither required nor additionally compensated to sell a Broker/Dealer’s proprietary products or use its research. Therefore, independence eliminates this conflict of interest when recommending particular investments and strategies. Independence gives us the opportunity to offer what we believe to be the best investment vehicles and strategies for our clients. It gives us the flexibility to seek specific solutions from among a larger universe of investment options, and the freedom to create strategic alliances to provide services that might otherwise be unavailable. Independence, we believe, is critical to helping clients objectively reach their goals.