The Family Business Legacy Co., LLC

T. Ray Phillips, CFBS, ChFC, AEP

Our Mission - "To help Families in Business prepare to 'Pass the Baton', Define their Legacy and Follow their Purpose"


Our Purpose - "To use our God given talents to have a meaningful impact on our clients, their businesses, their family and their community so that we can help them leave behind a legacy of stewardship and empower those that follow them."
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →