At Legacy Financial Group we take a different approach to financial planning. We start with the number one place people can save more and spend less but often gets overlooked. Taxes. Taxes are the number one erosion factor for long-term growth and wealth. Knowing this, we develop solutions for our clients that have tax advantages. We know that every individual, business owner, or family we work with is in a unique financial story, so we customize a plan that is going to get them from where they are today to where they want to be in the future. We know that life happens, and plans change. Our financial planning process prepares you for when the uncertainties of life occur.
If you are looking for a financial firm that has years of experience, thinks outside the box, and treats you like a person and not a transaction then Legacy Financial Group is for you. Our service model always puts the client's needs first and our response time reflects our dedication to your financial future. You have 24-hour direct access to your advisor and never have to call a 1-800 number to get answers.
Consultations are free with no commitment required. We guarantee we can find a solution that meets your needs. Please fill out the form below and an advisor will contact you directly to schedule your appointment.
Mutual Funds are an easy way to tap into expert professional management so you can reach your long-term financial goals.
ETF's (Exchange Traded Funds) allow you to invest in a basket of securities that mimic the overall market or a specific segment of it.
Annuities are long-term financial products that can help by locking in a guaranteed income stream and even potentially growing your money while adding a death benefit for loved ones.
Retirement Plans (IRAs, Roth IRA, SEP, etc) ensure you have a consistent source of income to allow you to maintain your lifestyle in the future.
529 plans are college savings plans. Any parent, relative, or family friend can invest in a 529 plan to finance a child's education.
Whole Life Insurance is for those looking for lifetime protection with added benefits.
Term Life Insurance gets you much more than coverage for a set period of time. It puts you and your loved ones on a path towards financial preparedness in the future.
Universal Life Insurance is for people looking to maximize their long-term coverage and who are less concerned with building cash value.
Variable Universal Life Insurance offers long-term life insurance protection for your loved ones, and the opportunity to grow your wealth by investing in the markets.
Health Insurance covers your health care and other medical expenses.
Dental Insurance helps cover your dental costs. Everything from routine cleanings to root canals or other cosmetic procedures.
Vision Insurance covers your vison and other related vision expenses like contacts or glasses.
Individual Disability Insurance protects your most valuable asset - your ability to earn an income. Otherwise known as "Pay Check" insurance.
Long Term Care Insurance helps you cover the cost of taking care of yourself when you no longer can.
Estate Planning provides you with a plan so things won't be difficult for your family if something happens to you.
Wealth Management gives you a financial advisor who can tailor a plan to your needs to help you reach your goals.
Small Business owners often need professional advice and individualized solutions for their businesses and employees.
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