Your Financial Legacy of Lively

Your Financial Legacy is a Financial Planner in Lively, FL, located at 2114 NW 40th Terrace Suite D-1. It holds a rating of 5.00 based on reviews. The firm offers investment management advisory services, personalized and interactive financial planning, and financial coaching with a Dave Ramsey trained Financial Coach. The team operates as independent fiduciary advisors with over 100 years of experience. They work on a flat fee for service basis, charging no commissions or sales quotas. Investment management fees range from 1.50% to 0.50% annually on assets under management. There are no account minimums for services. Tryssa Pacciulli is the Founder and Financial Advisor. She has spent 15 years in the financial services industry, working for a Fortune 500 company and wealth management firms. She is well versed in the Florida Retirement System, including the Pension Plan, Deferred Retirement Option Program (DROP), and FRS Investment Plan. She also provides knowledge on employer sponsored plans such as the 457b Deferred Comp and 403b Retirement Savings Plans. She has worked extensively with employees at the University of Florida, the Department of Corrections, FHP, various county school boards, and other state agencies throughout North Central Florida. The initial consultation is complimentary. The advisors are registered with the SEC.

BizScoreAI gives Your Financial Legacy a technical score of 88 out of 100, ensuring the website is secure and readable for search engines. The business also earns a content quality score of 75 out of 100, which means the site clearly answers customer questions in a way that AI assistants can quote directly.