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.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The latest trends in travel reflect a rich menu of exciting new possibilities.
When considering life insurance, it's important to understand your options.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
Taking your Social Security benefits at the right time may help maximize your benefit.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.