Welcome to Legacy Financial Consulting Services!
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.
As a full-service brokerage office, we offer clients an assortment of quality, non-proprietary investments, including:
- Equity, bonds, options, ETF's, Mutual Funds, Structured Products, and many other instruments
- Retirement planning — to design an investment strategy to help you meet all of your retirement goals
- Pension & 401(k) Rollover Planning & Account Management
- Corporate and non-profit retirement plans including 401(k)'s, 403(b)'s, SIMPLE's, and SEP's
- Variable and fixed annuities
- Life insurance — to take care of those you love after you have passed
- College planning — long-term planning to ensure you’re ready when your children are
- Long-term care — to ensure that you and your heirs are well cared-for
- Long Term Health Care-to provide for costly health issues
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to call or email our office. We can help you make sense of today’s investment climate.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Healthy habits are one of the greatest gifts to give your child.
How literate are you when it comes to your finances? Brush up with these five basics.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Can you keep up with your children’s mobile slang?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
Women must be ready to spend, on average, more years in retirement than men.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How do the markets usually react to elections? Was the 2016 election any different?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.