The Family Business Legacy Co., LLC : Home

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.

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Newsletters

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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