Family Legacy Group, Inc
Why pick this one
Family Legacy Group specializes in retirement planning for pre-retirees and retirees with over 10 years of experience.
Best for
- retirement income strategies
- Medicaid planning for families
- financial planning for retirees
Look elsewhere if
- non-retirement financial planning needs
- short-term investment strategies
Specialties
- retirement income strategy
- Medicaid planning
- asset protection strategies
What makes them different
- specializes in retirement planning
- focuses on pre-retirees and retirees
- offers a guide on protecting retirement income during market volatility
- Response time
- pressure-free approach
- Years in business
- over 10 years
- Serves
- Charlotte, Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 3525 Whitehall Park Dr Ste 180, Charlotte, NC 28273
- Phone
- 7048313595
- Website
- https://www.familylwm.com/
- ed@familylwm.com
Services
- financial planning
- investment advice
- Medicaid planning