Check out our latest White Paper on Mutual Funds vs. ETF's written by Legacy's own Jay Song, CFA
Work Towards a Retirement
Our commitment is to help you work towards achieving a confident retirement by helping you work towards financial independence. At Legacy Financial Advisors, Inc., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute towards retirement. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment strategies and insurance products, so we can help protect our client’s lifestyle for a lifetime.
Click Here! To Download our State Of Annuity white paper!
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Five strategies for managing your student debt.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Read this overview to learn how financial advisors are compensated.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.