Did you know Medicare Annual Election Period is happening now? Don't navigate AEP alone! If you are new to Medicare or looking to adjust your current plan, don't wait to learn your options. There are several new changes and benefits coming for Medicare 2023 and Legacy Insurance Brokers are here to help.
Click the link below for more info and sign up for their upcoming Medicare 101 Workshop!
Our support and prayers are with the people of Ukraine and anyone impacted by the crisis. While we are no foreign policy experts, we are keeping a close eye on the latest news as it unfolds, with a specific focus on the ways it may impact our clients.
We have provided a couple of resources for you regarding the market impact of Russia's attack on Ukraine:
Funds No Longer Approved for Purchases
Certain Diversified Emerging Market Funds Reinstated
Please click the link below to view the nearly 1000 companies that have withdrawn operations in Russia as well as those that remain.
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.
Check out these healthcare heroes
The Legacy Financial Team want to assure you that we take the health and well-being of our community, clients, and associates very seriously. As we continue to monitor the latest updates on the Coronavirus (COVID-19) pandemic and follow guidance from public health officials and government agencies, and we are looking forward to the return of normalcy.
To help prevent the spread of COVID-19, we are continuing to practice social distancing in order to protect and care for those who work with us, our clients, and the public. We are now having select meetings in person, but are still utilizing email, phone calls and Zoom teleconference as much as possible.
We are all in this together and look forward to safely seeing you all soon!
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 preserve assets by utilizing numerous investment strategies and insurance products, so we strive to preserve our client’s lifestyle for a lifetime.
Rates are constantly changing. Call Today to secure our best available rate! *
*Fixed Annuities are products of the insurance industry and are designed for long-term retirement investing. Guarantees are subject to the claims-paying ability of the insurance company. Annuities generally contain fees and charges which include, but are not limited to, sales and surrender charges. Variable and fixed annuities may incur surrender charges if money is withdrawn before the end of the contract. All withdrawals of tax-deferred earnings are subject to current income tax, and, if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty.
Legacy Financial Advisors, Inc. has evolved into a comprehensive wealth management firm since the founders began in November 1974. As owners of Legacy Financial Inc., Paul and Linda Mauro are proud to be celebrating over 47 years of financial services with their home office in Worcester County.
We are here to help you save! Please reach out to us, so we can get you started today!
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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 48 years and everyone who has been with us as we continue to grow.
TO MANY MORE YEARS OF SERVICE & "LEGACIES"!
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