Financial Planning and Complementary Services
At Legacy Financial Services, we specialize in comprehensive financial planning because we believe in taking a holistic approach to helping you pursue your financial goals. To support this overall approach, we offer services, from tax strategies to long-term care insurance, that go hand-in-hand with comprehensive financial planning.
- Comprehensive financial planning
- Fee-based investment management
- Retirement accumulation
- Retirement income planning
- Tax reduction strategies
- Life, health, Medicare supplement, disability and long-term care insurance
- Estate and legacy planning
- Business succession planning
- Education planning/529 plans