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Legacy Financial Advisors

What we do for our clients

Business Owners:

  • Key Employee Insurance

  • Buy-Sell (Business Succession)

  • Group Health

  • 401K

  • Investment Account

  • Estate Tax Conservation Strategies


Professionals:

  • Disability Income

  • Retirement Plan (SEP, 412i, 401K, Profit Sharing)

  • Life Insurance

  • Group Health

  • Investment Account


Wealthy (Net worth $5 million):

  • Estate Tax Conservation Strategies

  • Financial Planning

  • Long Term Care

  • Ideas for Grandchildren


Executive moves to another company:

  • IRA Rollover

Pre-Retired Executive:

  •  Which Pension payout to select

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