Our advisors are here to answer those looming questions you may have during these uncertain times. Although we are not meeting in person, we are continuing to serve you with several virtual options. Since 2004, Family Legacy Planning has been working with friends and neighbors throughout Northwest Arkansas to help them work toward their financial goals through the use of insurance and investment products.
With Family Legacy Planning, helping you meet your financial needs is our first priority. It's our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced financial professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
With Family Legacy Planning, helping you meet your financial needs is our first priority. It's our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced financial professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
Services
We're committed to helping you pursue the retirement you want. We do this by providing guidance to help you develop a customized financial strategy for retirement, and offering a variety of insurance and investment products to help you work toward your financial independence.
The team at Family Legacy Planning is here to help ensure you receive the assistance you need, not only in developing your financial strategy, but in maintaining it throughout your retirement.As the president of Family Legacy Planning, David Welborn is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
The team at Family Legacy Planning is here to help ensure you receive the assistance you need, not only in developing your financial strategy, but in maintaining it throughout your retirement.As the president of Family Legacy Planning, David Welborn is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, and a variety of investment products to help you work toward your financial goals.
The use of non-existent or self-conferred degrees or designations is prohibited by NAIC Model Regulation 278.
Additionally, NAIC Model Regulation 280 states that insurance producers may not use "financial planner, " "financial advisors, " "investment advisors, " "financial consultant" or "financial counseling" in a way that implies they are engaged in any advisory business in which compensation is unrelated to sales, unless that is actually the case.
Additionally, NAIC Model Regulation 280 states that insurance producers may not use "financial planner, " "financial advisors, " "investment advisors, " "financial consultant" or "financial counseling" in a way that implies they are engaged in any advisory business in which compensation is unrelated to sales, unless that is actually the case.
At Family Legacy Planning, we hold informational seminars for our clients and the greater community that feature information on specific topics such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities as well as take-home materials.
It's never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. It is important to feel you have control over your future. At Family Legacy Planning, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
Reviews (4)
Cindy A.
Nov 04, 2019
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Do you have questions regarding the future for your family and loved ones? Have you ever wondered about Life Insurances, Medicare, or just maybe seeking investment planning? Family Legacy Planning can certainly help. They are located at the Pinnacle Plaza on the 102 (14th Street) just before J Street as you head East. They have moved from their SW Susana Street location. David Welborn and associates will be happy to assist you in finding the right investment plan for you. It's a very friendly but professional environment. Please contact them with your financial investment questions at 479
Stef Johnson
Oct 05, 2019
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Vickie Trigg
Nov 15, 2018
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Jake Froemsdorf
Jul 19, 2017
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