OUR SERVICES

At Family Legacy Partners, our advisors offer a wide range of financial and investment services to address your financial needs.  We offer our clients personal financial strategies, investment advisory services, access to various investment products, business solutions and more.

 

Personal Financial Strategies

  • Tax-aware investment strategies

  • Concentrated stock and stock option management

  • Retirement Services

  • Estate and Trust Services

  • Education Strategies

 

Investment Advisory Services

  • Managed equity and fixed income accounts

  • Managed mutual fund accounts

  • Proprietary investment portfolios

 

Investment Products

  • Equities

  • Exchange Traded Funds

  • Mutual Funds

  • Fixed Income Securities

  • Certificates of Deposit

  • Cash Equivalents

  • Options

  • Hedge Funds

  • Variable Annuities

 

Business Solutions

  • Cash management

  • Defined benefit plans

  • Defined contribution plans

  • Deferred compensation plans

Other Services

  • Independent, conflict-free research, commentaries and market data

  • Web access to current news, data and financial/investment articles

  • Online account access

  • Comprehensive consolidated statements

  • Securities-based lending

  • Check writing

  • Visa Platinum Check Card / ATM

  • SIPC coverage