Worried that your financial strategy is missing something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Legacy Financial Solutions, Inc., we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Legacy Financial Solutions Process

We'll help you with these three areas:

  • 1_new

    DISCOVER

    Imagine what your ideal retirement looks like, and explore what’s important to you.

  • 2_new

    EVALUATE

    Examine your current financial situation, and determine your retirement income needs.

  • 3_new

    PLAN

    Develop a custom strategy so that you can take steps toward meeting your retirement goals.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

Donor Advised Foundations

Charitable Giving

 

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting
register for a seminar

Or give us a call at 603.647.7166.