Northstar Financial & Retirement Planning

Family Legacy, Inc. is a Greenville, SC-based financial planning and investment management firm and multi-family office. For every stage of life, you can trust the experienced team at Family Legacy to help you build wealth and reach your financial goals. Since 1995, Family Legacy has been helping families and businesses with multiple aspects of financial planning and financial management, including investment strategies, retirement planning, estate planning, and more. We work with our clients to create strategies based on their anticipated needs and wants for each life stage. Family Legacy carefully considers each clients personal story and situation as we prepare each portfolios investment allocation.

We provide financial planning services to help you plan for your future. From establishing financial goals, to creating and implementing a financial plan, our objective is to provide excellent service to guide you along the way to meeting your financial goals. Located in Greenville, South Carolina, we work with individuals, families, and small business clients. We can help you address your needs of today and for many years to come. We look forward to working with you!