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.