Family Legacy Financial Planning Team

The Financial Planning Blog

A Look Inside Our Investment Council

Picture this: It is Monday morning. The alarm wakes you up around 6:30am and it is time to start the week. There are no “Monday Blues” at Family Legacy Financial Solutions, because we start our week with the Investment Council. The Investment Council is a weekly meeting led by our Chief Investment Officer, Todd Iglehart. […]

Our Tech Integrations

Technology has enhanced the way Financial Advisors operate. We take pride in our transparency and want to show you how we integrate technology into each of our member’s experience. When we use the term member, we use it in a very specific manner. At Family Legacy, we have replaced the term “client” for the term […]

A Day in the Life of a Marketing Intern at Family Legacy Financial Solutions

Written by Rachel West, a Family Legacy Financial Solutions Marketing Intern Starting My Day Off I always come into the office at 9:00 AM to organize my day. Each day I am in the office, I always have a new project to do on top of my everyday tasks. I usually spend fifteen to twenty […]

Insight from the Interns Pt. 1

Our summer interns are some of the brightest from NC State. We’ve decided to include a series from our two interns, Rachel and Lindsey. This first article was written by our marketing and operations intern, Lindsey Holt. Lindsey is a junior in the Poole College of Management at North Carolina State University. She is from […]

My Favorite Things To Do In Cary NC

I love working in Cary, North Carolina. There’s always something to do and never a dull moment. Ranked #5 on Money magazine’s list of “Best Places to Live,” Cary—located less than 20 minutes from downtown Raleigh—is teeming with activity, growth, and fun activities. From restaurants serving delicious food to exciting business opportunities to beautiful nature […]

Why I Became A Financial Advisor

By Todd Iglehart While financial advising wasn’t the first step in my career, it has been a passion of mine from my young adulthood. This is all thanks to my father, who showed me the importance of providing for your family and putting others’ needs before your own. He helped me get started with investments […]

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Family Legacy Charity Golf Tournament | March 30, 2026 | Prestonwood Country Club

The Financial Planning Blog