With a combined experience of over 100 years, the advisors at LEGACY Financial work with retirees on their financial matters preserving capital and providing for a secure financial future.
Legacy helps clients enjoy their retirement years without financial worries.
Convert your taxable ”IRA” to tax free dollars.
Insure that your will or trust protects your “IRA”.
Guarantee market gains without market risks.
Minimize taxes on your IRA.
Reduce Social Security Taxation.
Turn your MRD’s into tax free dollars.
Avoid Estate & Income taxes.
Really “STRETCH” your IRA. (IRS has finalized Regulations)