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.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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There are a few things to consider when buying or leasing your next vehicle.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Do you have an estate strategy? You should.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Knowing the rules may help you decide when to start benefits.
Try these activities to keep your brain sharp.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
For women, retirement strategy is a long race. It’s helpful to know the route.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.