General Info

Family Wealth Strategies is completely committed to financial advisory services for retirees and their unique situation. We provide comprehensive planning that includes tax efficiency strategies, fee, and risk assessments. We like to help our clients gain confidence by assisting them in creating comprehensive retirement strategies.Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Family Wealth Strategies, LLC are not affiliated companies. Insurance products are offered through the insurance business Thoroughbred Financial Agency. Family Wealth Strategies, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Thoroughbred Financial Agency are not subject to Investment Advisor requirements. AEWM, Thoroughbred Financial Agency, and Family Wealth Strategies, LLC are not affiliated companies.Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1499084- 10/22.