Legacy Financial Advisors sends warm wishes to all our clients!
THANK YOU to all our healthcare and frontline workers! Your dedication and sacrifice are greatly appreciated by all of us at Legacy Financial Advisors.
As a way to say thank you, we donated to deliver meals to local healthcare workers at St Vincent Hospital, UMass Memorial and UMass Hahnemann campuses.
Although their faces are safely covered with masks, we hope this brought smiles to all their faces!
Check out these healthcare heroes here.
Legacy now offers Final Expense Insurance for those of you interested!
Click Here to read to more
Check Out More Rates
With the recent Market Volatility and Uncertainty we are offering you a Fixed alternative!
We are now offering a Fixed Annuity principle protected 3.50% per year for seven years! *
Please call Legacy Financial Advisors today to see if you qualify!
We're in this together!
* Principal Protected Fixed Annuity not offered through SagePoint Financial Inc.
** Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Looking for a secure way to build your savings?
With MYGA you can!
Read more information below.
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.
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.
Click Here! To Download our State Of Annuity white paper!
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The true cost of raising a child may be far more than you expect.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you have causes that you want to support with donations? Here are three tips.