About Us

Value Family Legacy believes in being straightforward and honest, and wholeheartedly believes in the human nature of doing business, even in today’s technology age. Our referral team of professionals believe financial literacy should be accessible to everyone. We are legacy builders that focus on retirement planning, real estate advising, asset protection, and overall financial literacy. Plan an in-person visit with us in Brandon or St. Petersburg, FL, or meet with our referral team members virtually from anywhere in the country.