Legacy Financial Independent Advisors
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  • FINANCIAL PLANNING
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    • Home
    • TEAM
      • About Legacy Financial
      • Legacy Financial Team
      • Chris McCrea, CFP®
      • Bryan McCrea
      • TC Falkner, CFP®
      • Bruce McCrea
      • Sheree Bollinger
      • Why Work with a CFP?
    • FINANCIAL PLANNING
      • Our Planning Process
      • Retirement Planning
      • Education Planning
      • Tax Planning
      • Insurance & Protection
      • Estate Planning
    • WEALTH MANAGEMENT
      • Investment Process
      • Investment Tax Strategies
      • Income Generation
    • INSIGHTS
      • Newsletter
      • Article Directory
      • Worthwhile Magazine
      • TC's Blog
    • Events
    • Client Access
      • Client Login
      • Client Vault
      • Cybersecurity
Legacy Financial Independent Advisors
  • Home
  • TEAM
    • About Legacy Financial
    • Legacy Financial Team
    • Chris McCrea, CFP®
    • Bryan McCrea
    • TC Falkner, CFP®
    • Bruce McCrea
    • Sheree Bollinger
    • Why Work with a CFP?
  • FINANCIAL PLANNING
    • Our Planning Process
    • Retirement Planning
    • Education Planning
    • Tax Planning
    • Insurance & Protection
    • Estate Planning
  • WEALTH MANAGEMENT
    • Investment Process
    • Investment Tax Strategies
    • Income Generation
  • INSIGHTS
    • Newsletter
    • Article Directory
    • Worthwhile Magazine
    • TC's Blog
  • Events
  • Client Access
    • Client Login
    • Client Vault
    • Cybersecurity

E-NEWSLETTER ARCHIVE

Each month clients receive an electronic newsletter with articles about timely topics. 

The newsletters are a source of useful links to aid in decisions, and tools to help manage your online account. Events and RSVPs are posted as well.  

To receive the Legacy Financial e-Newsletter, click here.

2025 E-NEWSLETTERS

June 2025


May 2025


April 2025


March 2025


February 2025


January 2025

2024 E-NEWSLETTERS

December 2024


November 2024


October 2024


September 2024


August 2024


July 2024


June 2024


May 2024


April 2024


March 2024


February 2024


January 2024


2023 E-NEWSLETTERS

December 2023


November 2023


October 2023


September 2023


August 2023


July 2023


June 2023


April 2023


March 2023


 Advisory services are offered through Legacy Financial Independent Advisors, LLC ("Legacy") an SEC registered investment adviser. This is not an offer, solicitation of an offer, or advice to buy or sell securities in any jurisdiction where Legacy is not registered. Any projections or forecasts are hypothetical in nature and may not reflect actual future performance. By using this website, you accept our Terms of Use and Privacy Policy. You should consult with a tax advisor. You acknowledge that you are responsible for your own financial decisions. The content on this website is for informational purposes only and does not constitute a comprehensive description of Legacy's services. Certain investments are not suitable for all investors. Before investing, consider your investment objectives. The rate of return on investments can vary widely over time, especially for long-term investments. Investment losses are possible, including the potential loss of all amounts invested. Factual statements provided through Legacy's products or services, are made as of the date stated and are subject to change without notice. It should not be assumed that the methods, techniques, or indicators presented in these products or services will be profitable, or that they will not result in losses. Past performance is not indicative of future results. Reference to registration with the Securities & Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services herein or that the Firm has attained a level of skill or training. 


Compliance disclosures     Copyright © 2024 Legacy Financial Independent Advisors - All Rights Reserved.


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