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It May Be Time for a Financial Checkup Rightsizing for Retirement Retirement Redefined

CORONA VIRUS UPDATE!

Good news in the CORONA VIRUS BAILOUT!

There are:

  • Cash payments for individuals and families 
  • Grants to business who don't lay off employees
  • Disaster loans for business hurt long term
  • Special programs for hospitals and medical facilities

There is MUCH more in the stimulus bill and a lot less problem provisions.

This is a positive step toward recovery by a bipartisan compromise!

As always, with questions about how this effects you, please call!

Hey clients, check out these podcasts!

BlackRock shared some interesting and informational podcasts that we encourage you to hear.


Use this stressful time to educate yourself and spark conversations. These short podcasts are sure to do both.


New or existing clients please reach out to us if we can help you on this financial journey! 


Google “BlackRock Models Podcast” for more like these.

READ FULL ARTICLE HERE

Ibbotson: Fixed Indexed Annuities Beat Out Bonds

Read more about economist Roger Ibbotson and his opinion on whether fixed indexed annuities have the potential to outperform bonds in the near future! 


We found this article from WealthManagement.com interesting and hope you do too.

READ THE FULL ARTICLE HERE

With the recent Market Volatility and Uncertainty we are offering you a Fixed alternative!


AXA Equitable, one of our approved Insurance partners, is offering a 5 year Fixed Rate, *Principal Protected Fixed Annuity at 2.85% per Year for Five Years!


Please call Legacy Financial Advisors today to see if you qualify!


We're in this together!

*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.



The Stock Market Crash of 1987

Emotional Investor Series- The Stock Market Crash of 1987.  

Click here to download White Paper

Repair Your Estate Plan After

The Secure Act


Contact us today at (800) 427 -9781 to see what strategy suits your life & also receive a free tax calculation!


Legacy Financial Advisors, Inc. Celebrates 45 Years


On November 11th, 1974, Legacy Financial Advisors, Inc. was established! Thank you to everyone who has been apart of this journey with us. We appreciate all of our clients over the past 45 years and everyone who has been with us as we continue to grow.


TO MANY MORE YEARS OF SERVICE & "LEGACIES"!



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. 



Download Our Free Whitepapers!

Click Here! To Download our State Of Annuity white paper!


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Join our mailing list and get news and info to support your financial goals.



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