At Legacy Financial Advisors, we provide expert assistance in the following areas:

Basic Financial Services

  • Financial Needs Analysis
  • Budgeting and Cash Flow


  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance


  • Stocks, Bonds, and Mutual Funds
  • Investment Strategies
  • Brokerage Accounts
  • Annuities


  • 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.