Legacy Financial Advisors Revenue and Competitors

Legacy Financial's work will help you identify and define the key financial goals that are important to you, your family and your business. We will then evaluate your present financial arrangements with regard to their capacity to achieve your goals. As an independent fee-based advisory firm, we welcome conversations around asset allocation and as true financial planners; we enjoy marrying investment and financial planning. We learn from past experiences. We analyze situations. And most importantly, we take the time to educate our clients. Investments can be complex and our goal is to provide objective, unbiased insight and advice. With this in mind we want to identify four key areas we consider integral to our portfolio construction. 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 needs. Legacy Financial offers a complimentary analysis of your existing policies to assess the answers to these questions: Is the policy performing as anticipated? Is there a better policy available that meets or improves the current situation? Registered as Investment Advisor (RIA) with the SEC. Named to the national Wealth Advisory Services arm of Fidelity Investment's network.