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Legacy Financial Advisors

Our Services

 Products and Services
 

Planning Services:

  • Financial Strategies

  • Estate Conservation Planning

  • Business Succession Planning

  • Executive Benefits & Compensation

  • Retirement Plans (401K, Profit Sharing, Cash Balance Plans (Pension Plans), SEP, IRA)

*Investment Products:

  • Mutual Fund - Wrap Accounts ($50,000 minimum)

  • Separate Managed Accounts ($300,000 for asset allocation categories)

  • Brokered Certificate of Deposits

  • United States Treasuries

  • Bonds

  • Stocks

Insurance Products:

  • Life Insurance

  • Variable Annuities*

  • Disability Income

  • Health – Individual and Group

  • Long Term Care

*Offered through Cetera Advisor Networks LLC
 

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