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."

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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Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

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