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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
One way to find money is to examine your current spending habits and eliminate money wasters.
When you’re married and have children, insurance needs will be different.
Protect yourself against the damage that your homeowners policy doesn’t cover.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women must be ready to spend, on average, more years in retirement than men.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A bucket plan can help you be better prepared for a comfortable retirement.