Happy New Year
Wishing you good times, good cheer and a memorable new year!
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.
Click Here! To Download our State Of Annuity white paper!
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a crash course on saving for college.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.