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!
Rightsizing for Retirement
What does your home really cost?
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Four vacation destinations you might never have thought of.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding how a stock works is key to understanding your investments.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Making the most of surprises is a great reason to work with us.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Estate conservation is too important to put off. Do you have a smart exit strategy?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.