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 conflict free 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.
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
Financial Consulting Services
- Hourly
- Retainer
- Project Based
Investment Management
- Fee-Based Investment Acconts
- Brokerage Accounts
- 529 Plans
- Tax-Advantaged Investment Strategies
Risk Protection Strategies
- Life Insurance
- Income Protection
- Long-Term Care
- Annuities
- Business Transition Planning