Legacyfinancialadvisors.com Website Review

Legacy Financial is the trusted leader that modernizes wealth management and provides innovative financial planning solutions that Over 200 years of combined financial experience in one place. We construct your very own personal website to help with coordinating and simplifying your financial world Welcome to My Legacy Website. You can log-in to your personalized site below. We begin by matching your objectives with your investment portfolio. With risk in mind at all times we help you build your portfolio keeping in mind a few beliefs we hold when it comes to investing. We believe as*et allocation is the primary driver of investment return while diversification is the key to managing investment risk. We believe portfolios should have both strategic and tactical allocations. Our portfolios attempt to offset the four primary investment headwinds: consumption, costs, taxes and inflation. We begin by talking about those things close to your heart so that we can help create your financial plan. Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your pas*ions. We help you to coordinate and simplify your financial world. We construct your very own personal website that will aggregate all of your investment accounts with your financial plan, legal docu*ents, tax returns and other important docu*ents, all available at your Whether it be Life Insurance, Long Term Care Insurance, or Disability Insurance, we will help you determine what your need is and how best to fill that need. In an industry with so many different choices we aim to simplify the decision and help you find the best fit for your Legacy Financial offers a complimentary an*lysis of your existing policies to as*ess the answers to these questions: Is the policy performing as anticipated? IS there a better policy available that meets or improves the current situation? We construct your very own personal website to help with coordinating and simplifying your financial world