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)
• Eliminate need for nursing home insurance.