We all know the financial choices we make today will affect the quality of our retirement tomorrow, yet many of us make the wrong moves. We invite you to look around the sections below to find the information you need for your specific situation, and that will help you navigate the issues and dangers of today's turbulent financial world.

Annuities

Annuities


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Examine the different types of annuities and see if an annuity is the right fit for your retirement portfolio.

Estate Planning

Estate Planning


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Learn the basics of Estate Planning, including wills and probate, trust, beneficiary designations & taxes.

401(k) Rollovers

401(k) Rollovers


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Examine your 401(k) rollover options and find the best way to maximize qualified plan account(s).

Retirement Planning

Retirement Planning


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Learn tips and tools to increase savings, balance risk & return, and maximize your retirement savings.

Financial Planning

Financial Planning


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A solid financial plan is one of the most important things you can offer yourself and your family.

Insurance

Insurance


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Protecting your family and your assets from risk is an important aspect of any sound financial strategy.

Investing

Investing


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Examine different type of investments, investment strategies, market dynamics and other critical information.

Real Estate

Real Estate


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Navigate the issues and learn the tips & tools critical to both homeowners and Real Estate investors.

Small Business

Small Business


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Review a wide range of topics that affect the business owner and can make the difference between success and failure.

Taxes

Taxes


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An effective tax strategy to minimize the taxes you pay is a critical component to anyone's overall financial plan.

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ABOUT THE EXPERT

Legacy Financial

Legacy Financial

The "Safe Money" Planners

www.legacyifg.com

Legacy Financial
Legacy Financial
Lewis Center, OH 43035

(800) 865-1942
info@legacyifg.com
About Us

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