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RETIREMENT SERVICES

Family Legacy Partners, through Bolton Global and Pershing, offers a complete collection of IRS approved qualified retirement plan documents for individuals and small businesses. We provide support in understanding the complex regulations and procedures governing these accounts and assists clients to navigate and execute time critical transactions in these tax advantaged accounts.

In addition to traditional IRA’s, Roth IRA’s, 401(k) and Profit Sharing Plans, Family Legacy Partners offers Health Savings Accounts, Educational IRAs and Donor Advised Funds and other tax advantaged savings vehicles.

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Family Legacy Partners, Inc., Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

Family Legacy Partners, Inc. © 2023. All Rights Reserved.

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