Strategies Designed to Grow, Protect, and Preserve Your Hard-Earned Assets
There are many questions and concerns about your finances that may not often be asked. At Legacy Financial Group, our job is to discover what’s important to you, analyze where you are financially, and provide you with custom financial solutions catered to your goals. We are committed to maintaining the highest fiduciary standards of integrity and professionalism. The relationships we forge with our clients are built on a solid foundation of dedication and trust. The relationships and services we provide are long lasting and benefit multiple family generations. We fully integrate flexible financial solutions that are always in your best interests. As an independent firm, we not only make recommendations free from potential conflicts of interest, but we have the flexibility to access countless strategies and products in the market. Contact us today to learn more.
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Introducing the 530A Accounts
An article explaining 530A Accounts.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.