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.