Invest in your legacy with Legacy Financial.
The team at Legacy Financial Advisors, LLC is dedicated to helping our clients navigate their unique path to financial success. Our comprehensive approach to wealth management is designed to help you prepare a comfortable future for you and your family with customized tools, personal service, and decades of industry experience.
We provide high quality financial services to individuals, businesses, business owners, retirees, and families. We take the time to understand each client’s situation and develop a long-term plan for reaching their goals. Learn how we can guide you through building a comfortable future and protecting your financial legacy.
Our services.
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Investment Management
Customized Asset Allocation, Portfolio Design & Management, Capital Gains, Loss Harvesting, & Tax-Efficient Investment Strategies, Values-Based Investment Integration, Account Aggregation & Reporting…
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Financial Planning
Comprehensive Retirement Planning, Cash Flow, Budgeting Strategies, & Emergency Fund Planning, Roth Conversion & RMD Withdrawal Strategies, Mortgage & Debt Review, Social Security Optimization…
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Business Consulting
Strategic Business Planning & Execution, Organizational Structuring & Operational Guidance, Financial Forecasting & Budgeting Assistance, Merger & Acquisition Consulting, Succession & Exit Planning…
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Estate & Wealth Transfer Planning
Wills, Trusts, & Taxability-Optimized Inheritance Planning, Power of Attorney, Charitable Giving & Education Savings Strategies…
