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.

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

View all presentations arrow

Inflation and Your Portfolio

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Bursting the Bubble

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow