Your Financial Legacy

Your Financial Legacy is a financial planner in Lively, FL, offering fiduciary financial advisory services to individuals and families across North Central Florida. The firm specializes in personalized investment management, interactive financial planning, and financial coaching with a Dave Ramsey-trained coach, all delivered through a flat-fee model with no account minimums. Their approach centers on aligning clients’ financial strategies with their personal values and life goals, emphasizing transparency, integrity, and long-term relationship-building. Serving clients at every life stage, from early career to retirement, the firm is committed to making quality financial advice accessible to all, regardless of income level. With a 5.00 rating, it reflects strong client satisfaction and consistent service excellence.

Rooted in a values-based philosophy, Your Financial Legacy emphasizes compassion, education, and empowerment. The firm operates as independent fiduciaries, meaning advisors are legally bound to act in clients’ best interests at all times, without commissions or sales incentives. The team, led by founder Tryssa Pacciulli, brings over a century of combined experience in financial services, with deep familiarity in Florida Retirement System plans, 457b and 403b accounts, and employer-sponsored retirement programs. Clients benefit from a personalized client portal, regular portfolio reviews, and ongoing support through life’s transitions, all grounded in clear communication and ethical practice.

Located on NW 40th Terrace in Lively, FL, the business sits within a residential and community-focused corridor. The address is situated on a quiet, tree-lined street, positioned within a short drive of the University of Florida’s main campus and the Gainesville Regional Medical Center, serving a diverse local population with accessible financial guidance.

The firm stands out for its strong online presence, with a well-optimized website that search engines index clearly and consistently. Business details are thoroughly documented across platforms, enhancing visibility and trust. This digital clarity ensures clients can easily verify credentials, services, and fiduciary commitments.

By combining ethical financial stewardship with deep community engagement, Your Financial Legacy helps residents of Lively and surrounding areas build lasting financial security while honoring their personal values and life ambitions.