Get In Touch

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Questions before you buy, or ready to get started — We are here to help.

Reach us Directly

A Real Person.
Ready to Help.

This isn't a support ticket system. When you reach out, you're talking directly to The Family Financial Legacy Organizer — the person who built the Family Financial Legacy Organizer and who will personally deliver yours.

✉️
Email
info@family-flo.com
Typically responds within one business day
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Company
The Family Financial Legacy Organizer
by Legacy Wealth Partners, LLC
Already purchased? We will personally email your private link and password within one business day of your purchase. If you haven't heard back, please check your spam folder or reach out directly.

Send a Message

Have a question before you buy, or want to learn more? Fill out the form and We will get back to you personally.

Your information is never sold or shared. us responds personally to every message.

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Thank you for reaching out. We will get back to you personally within one business day.

Quick Answers

Common Questions

How quickly will I receive my organizer after purchasing? +

We personally creates your private link and sends it to your email within one business day of purchase. Most customers receive theirs within a few hours.

Can I get a refund if I change my mind? +

Absolutely. If you're not satisfied for any reason, reach out to us at info@family-flo.com within 30 days and he'll make it right. No hassle, no questions asked.

I'm a financial advisor. Can I offer this to my clients? +

Yes — We are actively exploring licensing options for other advisors who want to offer the Family Financial Legacy Organizer to their clients under their own brand. Reach out through the form above to start a conversation.

What if I need help filling out my organizer? +

We are happy to schedule a brief call to walk you through the organizer. Many clients find it helpful to get started together. Just reach out by phone or email and he'll find time that works for you.