At Legacy Financial Advisors, we provide expert assistance in the following areas:
Basic Financial Services
- Financial Needs Analysis
- Budgeting and Cash Flow
Insurance
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Investments
- Stocks, Bonds, and Mutual Funds
- Investment Strategies
- Brokerage Accounts
- Annuities
Savings
- Retirement Savings, such as 401(k), SEP and Simple IRAs, ERISA Plans
- College Savings, such as 529 Plans
Financial Strategies for Businesses
- Business Valuations
- Deferred Compensation
- Executive Bonus
- Succession Strategies
Contact us to get started today.
Legacy Financial Advisors, Inc does not provide tax advice. However, through our sister company, Legacy Financial Services, offers tax preparation services. Learn more.