INTEGRITY | TRUST | COMMITMENT

At Legacy Financial Advisors, it is our mission to help our clients and their families attain financial health. We believe that identifying and documenting financial goals is the foundation to that financial wellbeing. We build on the client's foundation through objective investment advice not influenced by product manufacturer. We continue to maintain client confidence and trust through our commitment to openness and honesty.   We will always demonstrate a sincere and caring attitude toward our clients, always supportive and available. We make our clients a priority by offering them the finest financial services available. 

 

Services Offered Include:

Comprehensive Financial Planning

At Legacy Financial Advisors, we help our clients examine their financial situation and develop a financial plan customized for them. We partner with our clients to assess their needs, establish a strategy, and assist in implementation. Areas covered in a comprehensive financial plan can include, but are not limited to:

  • Retirement Planning
  • College Education
  • Life Insurance Analysis
  • Long Term Disability Analysis
  • Asset Allocation Analysis
  • Budgeting and Cash Flow Analysis
  • Estate Transition Planning

A comprehensive financial plan, created by Legacy Financial Advisors, creates a road map to help clients know what is necessary to reach their financial goals.

Financial Consulting Services

Legacy Financial Advisors is available to provide on-going analysis to help our clients monitor their progress. This includes, but is not limited to, tracking of savings, net worth, and goal attainability. This process alerts clients if they are not on track to achieve their financial goals, allowing them to make adjustments along the way. Working with clients to continuously manage and update their strategy helps to prevent significant discrepancies between goals and actual results.In addition, we provide advice for clients' specific situations on an “as needed” basis. Our financial consulting services are designed to fit around our clients' needs and may be attained via the following methods:

  • Hourly
  • Retainer
  • Project Based

Investment Management

  • Fee-Based Investment Accounts
  • Brokerage Accounts
  • 529 Plans
  • Tax-Advantaged Investment Strategies

Risk Protection Strategies

Legacy Financial Advisors believes that having a solid risk protection strategy in place is fundamental to building and protecting your financial well-being. Without this strategy, a family and/or business are exposed to risk that may have potentially devastating financial consequences, wiping out years of discipline and hard work. Some of the methods we use to help mitigate many of these financial risks include:
  • Life Insurance
  • Income Protection
  • Long-Term Care
  • Annuities
  • Business Transition Planning