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.