The team at Legacy Advisory Group has extensive financial services experience and steadfastly upholds the highest ethical standards. We are committed to providing Customized, Comprehensive, Conscientious and strategic financial solutions through access to a full range of financial services and solutions.
Financial planning allows you greater individual freedom to be at your best while at work and especially at home. Our financial advisors are equipped with innovative industry tools, processes and products to prepare customized financial plans which provide a comprehensive and conscientious approach to your family's requirements.
Financial planning allows you greater individual freedom to be at your best while at work and especially at home. Our financial advisors are equipped with innovative industry tools, processes and products to prepare customized financial plans which provide a comprehensive and conscientious approach to your family's requirements.
Services
About Us
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At Legacy Advisory Group, we apply a systematic process to each of the four cornerstones of retirement planning: Social Security Optimization, Structured Income Planning, Investment Selection, and LEGACY Planning. After completing our proprietary discovery process, we craft a holistic retirement plan that's been tailored to each client's individual situation.
The Team – Who We Are
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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced financial professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
The X-Curve
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The team of financial professionals at Legacy Advisory Group understand that as you get older your needs change. The "X-Curve" concept reflects this shift in wealth and responsibility as you age. Throughout the discovery process we will help you determine the best approach to helping you build wealth while making sure you and your family are protected with the proper life insurance and investment products.
Resources
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Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Tools
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Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances.
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