Broker Check
Legacy Financial Advisors Logo
It May Be Time for a Financial Checkup Rightsizing for Retirement Retirement Redefined

Legacy Financial Advisors sends warm wishes to all our clients!

Legacy Financial Advisors sends warm wishes to all our clients!

We want to assure you that we take the health and well-being of our community, clients, and associates very seriously. Like you, we're closely monitoring the quickly developing effects of the Coronavirus (COVID-19) pandemic.

To help prevent the spread of COVID-19, we are continuing to practice social distancing. We have temporarily closed our office to clients to protect and care for those who work with us, our clients, and the public. We are still available by email, phone, or teleconference.

We are all in this together. We will continue to monitor the COVID-19 situation and will follow guidance from public health officials and government agencies, and are looking forward to the return of normalcy, when we can meet with clients in person. Like those puppies, we will be waiting to greet you at the door.

We are looking forward to safely seeing you all soon.

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

If you are interested call Mike Tartarini today!
Stay Updated!

Stay Updated!

Here are some of our recent rate changes. 

If you are interested in these, or our other rates, please call and speak to someone today.

Contact Us Today!

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! *

Learn More Here

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?

Looking for a secure way to build your savings?

With MYGA you can!

Read more information below.

Client Centered

We are here to help you save! Please reach out to us, so we can get you started today!

Contact Us
Hey clients, check out these podcasts!

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
The Stock Market Crash of 1987

The Stock Market Crash of 1987

Emotional Investor Series- The Stock Market Crash of 1987.  

Click here to download White Paper

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!


Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Want to be Smarter With Your Money?

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



Thank you! Oops!

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

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?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

The Best Apps in Travel

Technology tips to make your next trip even better.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow