How We Work Guidance for Every Stage of Transition
How We Work
Family Business Legacies, LLC, working out of their Indianapolis, IN headquarters, works exclusively with owner-managed and family-owned businesses. The practice specialties are in Business Continuation, Exit Strategies and Succession Planning for owners and managers, Retirement and Wealth Transfer Planning for individuals.
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Financial Planning
Retirement Plans
Tax Planning Strategies
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
trphillips@fblegacies.com | office: 317-208-6312 | mobile/texts: 317-344-8673
Start the Conversation When You're Ready, We're Here
If you're a business-owning family thinking about what comes next, we'd welcome the opportunity to talk through where you are and what a plan might look like for your specific situation. Reach out to schedule an introductory call and take the first step toward clarity.