Family Legacy Planning Wealth Management - Bentonville, Arkansas

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Family Legacy Planning Wealth Management: A Trusted Partner for Your Financial Future

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For individuals and families seeking comprehensive and personalized financial guidance, Family Legacy Planning Wealth Management stands as a dedicated resource. Located in Bentonville, Arkansas, at 1003 SE 14th St #15, this firm offers a suite of services designed to ensure a secure and prosperous future for generations to come. With a commitment to client-centric solutions and a team of experienced professionals, Family Legacy Planning has cultivated a reputation for integrity, expertise, and a genuine understanding of its clients’ unique circumstances.

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Specialties and Services

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At the heart of Family Legacy Planning’s offerings is its expertise as a Financial Planner. They specialize in crafting tailored financial strategies encompassing a wide range of needs, including retirement planning, investment management, estate planning, and long-term care insurance. The firm distinguishes itself through its commitment to independence, operating without affiliation with any particular brokerage firms. This allows them to provide unbiased advice, always prioritizing the client’s best interests. They understand that each client’s situation is distinct, and therefore, they dedicate significant time to thoroughly assessing individual goals, risk tolerance, and financial aspirations.

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• Retirement Planning: Developing robust retirement plans that consider factors such as income, expenses, and desired lifestyle.

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• Investment Management: Constructing diversified investment portfolios aligned with client objectives and risk profiles.

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• Estate Planning: Creating comprehensive estate plans to ensure assets are distributed according to wishes and minimize potential tax liabilities.

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• Long-Term Care Insurance: Evaluating and recommending appropriate long-term care insurance options to protect against the potentially devastating costs of future care needs.

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Location and Accessibility

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Family Legacy Planning’s office is conveniently situated at 1003 SE 14th St #15, Bentonville, AR 72712, United States. They are committed to providing a welcoming and accessible environment for all clients. The location offers several amenities to enhance the client experience, including on-site services, language assistance, a wheelchair-accessible car park, a wheelchair-accessible entrance, wheelchair-accessible seating, and a dedicated wheelchair-accessible toilet. Appointment requirements are in place, but the firm strongly recommends scheduling appointments to ensure dedicated time and personalized attention.

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Client Feedback and Reputation

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The company’s commitment to client satisfaction is evidenced by the overwhelmingly positive feedback received. Currently, Family Legacy Planning boasts 4 reviews on Google My Business, all of which reflect a 5/5 average opinion. These reviews consistently highlight the firm’s professionalism, responsiveness, and the valuable insights provided by David Welborn, the firm’s principal advisor. Clients frequently mention his dedication to understanding their goals, his proactive approach to financial planning, and his commitment to transparency. Several clients have noted that they’ve gained a newfound understanding of their financial situation and the steps necessary to achieve their long-term objectives. One client specifically praised David for consistently delivering on his promises and providing timely, accurate information. Another emphasized the firm’s ability to help them ‘open their eyes’ to previously unconsidered financial strategies. Ultimately, the consistent praise underscores the firm's dedication to building strong, trusting relationships with its clients.

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Key Features and Benefits

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• Independent Advice: Receiving unbiased recommendations without the influence of product affiliations.

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• Personalized Planning: Developing strategies tailored to individual goals and circumstances.

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• Comprehensive Services: Access to a full range of financial planning services, from retirement to estate planning.

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• Dedicated Support: Working closely with experienced professionals who prioritize client needs.

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• Accessibility: Enjoying a welcoming and accessible office environment.

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Contact Information:

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Phone: 4792733040

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Website: familylegacyplanning.com

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Family Legacy Planning Wealth Management is dedicated to providing a secure and prosperous future for its clients. Their commitment to personalized service, independent advice, and a client-focused approach makes them a trusted partner in navigating the complexities of wealth management. The firm’s attention to detail, combined with their accessibility and dedication, positions them as a valuable resource for individuals and families seeking to safeguard their financial legacy.

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"summary": "Family Legacy Planning Wealth Management is a trusted financial planning firm in Bentonville, Arkansas, offering personalized and independent financial advice across retirement, investments, and estate planning, known for its client-centric approach and accessibility.",
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👍 Reviews of Family Legacy Planning Wealth Management