Work Towards a "Worry Free" Retirement
Our commitment is to help you work towards achieving a worry free retirement by helping you work towards achieving your financial goals. 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 toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
How to help determine life insurance needs to provide for your family after you pass away.
There are four very good reasons to start investing. Do you know what they are?
When considering life insurance, it's important to understand your options.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.