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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New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.