Our Services

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 | 317-208-6312