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.
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Lifestyle considerations in creating your retirement portfolio.
How long does a $20 bill last?
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
With alternative investments, it’s critical to sort through the complexity.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?