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!
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are four very good reasons to start investing. Do you know what they are?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
If you find it hard to attain personal life goals, there’s an app for that!
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Technology tips to make your next trip even better.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Pundits say a lot of things about the markets. Let's see if you can keep up.