American Family Legacy Group – Your wealth management team

Your Financial Goals, Our Expertise.

Whether you’re looking to save for retirement, invest in the stock market, or plan for your child’s education, we’ve got you covered.

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Expert Help

Proven Results

Ongoing Support

Financial Control in your Pocket

Preserving and building your assets is the primary objective when investing for the future.

Saving

Personalized Solutions

Life has significant moments. Making sure you’re prepared for them is important.

Investing

Expert Guidance

Your financial advisor can bring invaluable elements to your ongoing investment planning and management by providing you with the appropriate investment resources and options.

Budgeting

Comprehensiave Reporting

You have access to professional quality proposals, quarterly performance reports and consolidated statements.

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Advanced Technology

Our technology provides you with 24/7 online access to your account information and the ability to run custom reports on holdings, transactions, performance and more.

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Services Designed To Suit You

At American Family Legacy Group, we are dedicated to guiding you through every stage of your financial journey. Our holistic approach ensures that your financial plan aligns with your unique goals, values, and aspirations. Here’s how we serve you:

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Financial Planning Asset Management Tax & Estate Planning Fiduciary

Financial Planning

Achieving Your Financial Goals with Confidence. Financial planning is the cornerstone of long-term success. Our team works closely with you to develop a personalized plan that encompasses your short- and long-term objectives, cash flow needs, and life priorities. Key elements of our financial planning services include:

Comprehensive analysis of your current financial situation.
Goal setting for retirement, education funding, and lifestyle planning.
Risk assessment and contingency planning to safeguard your wealth.
Regular updates to ensure your plan evolves with life changes.

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Asset Management

Building and Growing Your Wealth Strategically. Managing your investments requires expertise and a disciplined approach. Our asset management services are tailored to your unique goals, risk tolerance, and time horizon, ensuring that your portfolio aligns with your overall financial strategy. The Key features of our asset management include:

Active and passive portfolio management strategies.
Diversification across asset classes to mitigate risk.
Rigorous market analysis and research to identify opportunities.
Continuous monitoring and rebalancing to stay aligned with objectives.

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Tax & Estate Planning

Maximizing Wealth Preservation Across Generations. Effective tax and estate planning helps you preserve your wealth while minimizing tax liabilities. Our advisors work alongside tax professionals and estate attorneys to craft strategies that protect your legacy. Our services include:

Structuring tax-efficient investment portfolios.
Developing estate plans to ensure seamless wealth transfer.
Establishing trusts, wills, and philanthropic initiatives.
Staying up-to-date with evolving tax laws to protect your interests.

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Fiduciary

Your Best Interests Are Our Top Priority. As fiduciaries, we are legally and ethically bound to act in your best interest at all times. This means providing unbiased advice, full transparency, and a commitment to helping you achieve your financial aspirations. Our fiduciary services ensure:

A conflict-free approach to financial guidance.
Alignment of our recommendations with your goals and values.
Clear communication of fees and investment strategies.
Ongoing support to adapt to your evolving needs.

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Why Choose Us

Let Us Help you Navigate the Complex World of Finance

We develop a flexible and realistic strategy that involves gathering relevant financial information, defiring objetives, needs and fears, establishing tisk tolerance, time horizon, and evaluating current situations as well as market coditions, to help each client reach his or her desired results.

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Accesibility

Easy access ensures seamless engagement, fostering convenience and user-friendly interactions for everyone involved.

Client-Centered

Prioritizing clients, our approach revolves around personalized solutions and tailored experiences, meeting individual needs.

Integrity

Upholding honesty and transparency, our commitment to integrity ensures trust and reliability in every interaction.

About Us

Our team prioritizes maximizing returns while minimizing risks, keeping you on track toward your financial goals.

American Family Legacy Group is a wealth management firm dedicated to providing independent and wealth management advice through personalized service and expert financial counseling to high-net-worth families on a discretionary basis.

Experience and Expertise

Our team brings decades of combined experience and deep financial expertise to the table.

Honesty and Integrity

We are committed to providing unbiased advice, clear communication, and ethical service.

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years of experience
American Family Legacy Group since 2009

Our Mission.

Our mission is to deliver exceptional wealth management services that align with your unique goals and aspirations. We aim to empower our clients through innovative strategies, expert guidance, and a commitment to building lasting relationships. At American Family Legacy Group, we don’t just manage wealth—we create pathways for long-term success and security.

Our Vision.

We aspire to set the standard for excellence in wealth management. Our vision is to be recognized as a premier partner for clients seeking financial growth, legacy building, and security. By combining innovation, expertise, and personalized service, we aim to inspire trust, foster meaningful relationships, and help shape a legacy of prosperity for generations to come.

Take Control of your Finances Today!

We are here to help you achieve your financial goals and take control of your financial future.

Discover your next investing strategy

Your Financial Goals, Our Expertise.