You have worked hard and built assets over your life. You want to make sure you and your family are still taken care of under adverse circumstances. Insurance coverage is often an important but confusing decision. We can help bring clarity to your decision-making process.
We do not sell life insurance so can we help you with unbiased recommendation for the proper amount of life insurance, if any is needed at all. Your life insurance needs will depend on a number of factors, including whether you're married, the size of your family, the nature of your financial obligations, your career stage, your current assets, and your goals.
Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities.
We will work with you to understand the costs and key features to consider, such as
The cost of long-term care can be expensive, so before you purchase a policy, make sure you can afford the premiums both now and in the future.
Annuities are tax-deferred investments with a type of death benefit and a guarantee of income for life — or a specified period — once annuitized. We can help determine if an annuity is the right fit for your long-term needs.
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.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.