About Us
Legacy Financial Group, LLC is composed of dedicated, experienced, and knowledgeable professionals who are trained and registered to offer financial services. By focusing on the full range of Estate, Tax & Retirement Planning, our team can help individuals, businesses and families design, coordinate and implement all aspects of your financial strategy, including preserving the interests of future generations.
As one of our clients, you have the opportunity to elevate your portfolio beyond one-dimensional product strategies and generalized investment advice. Our clients not only benefit from the expertise of highly-skilled professional investment managers, but we have nurtured strategic partnerships with several independent attorneys and CPAs to assure our clients will have answers and access to their specialized services. And as part of our on-going management process, our clients' Estate, Tax and Retirement plans evolve with them.
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Our Mission Statement
Legacy Financial Group, LLC assists our clients in seeking the highest quality of life through sound financial planning.
- Our clients shall be enriched and fulfilled as a result of their relationship with Legacy Financial Group.
- We will always take the time to do what is in the best interest of our clients, through regular client communication, education, periodic meetings, and by providing a service that exceeds our clients’ expectations.
- We will always be courteous, caring, and take the time to address our clients’ questions and concerns, no matter how large or small. It is our focus to be attentive to our clients' particular needs.
- Ultimately, we aim to create financial independence for our clients, so they may spend more time enjoying their lives!
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Our Services
As a Registered Investment Advisor, Legacy Financial Group, LLC provides help to investors in the following areas:
Financial Planning
- Retirement Plans: SEP IRA, Simple IRA, Roth IRA, Traditional IRA
- 401(k) Investment Planning, 401(k) rollovers
- Estate Planning: Preserving Your Wealth for Your Family
- Tax Planning: Income Tax, Tax Strategies, Trusts
- 403(b) TSA Investment Planning
Investments
- Mutual Funds*
- Fee-Based Asset Management
- Tax Credit Programs
- Asset Allocation Plans
- Annuities (Fixed and Variable*)
*Securities offered through SagePont Financial, Inc., Member FINRA/SIPC.
Insurance
- Life Insurance
- Survivorship Life (Second-to-Die)
- Long Term Care
- Disability Income
- Health
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