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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.

Helpful Content

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Surprises

Making the most of surprises is a great reason to work with us.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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