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Team

Empowering Your Best Life

At Fox Legacy Financial, we’re here to help you. We’re passionate about guiding our clients, and we devote ample time to education and feedback so you can make informed, strategic decisions. We are your financial guides, providing insight and clarity at each turn so you can confidently pursue the best path for you. We’ve established a multigenerational team, ensuring you and your loved ones have a trusted advisor for many years to come.

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Matthew Carmichael

Founder
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Rachel Carmichael

Admin | Executive Assistant
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Strategic Alliance For Your Success

Part of our mission as your advisors is to equip you with the best resources on your financial journey. That’s why we’ve aligned with New York Life and Eagle Strategies, industry leaders known for their world-class financial solutions and commitment to client success. Through these alliances, you have access to a wide range of financial expertise and resources, all delivered with the personalized care and attention of our boutique team.

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(805) 229-1217
Matthew@FoxLegacyFin.com

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Disclosure

Matthew Carmichael is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M06803), GA, ID, IN, LA, MA, NJ, NM, NV, OH, PA, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Matthew Carmichael is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 11668 Oak Creek Dr, Lakeside, CA, 92040, 805-229-1217. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, IN, NM, NV, PA, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Carmichael is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, IN, ME, NM, NV, PA, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • ABOUT
  • TEAM
  • EXPERTISE
  • CLIENT EDUCATION
    • Articles
    • Tax Resources
    • Videos
    • Life Stages
    • Calculators
  • LOGIN
  • CONTACT

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