Financial Planning and Complementary Services

At Legacy Financial Services, we specialize in comprehensive financial planning because we believe in taking a holistic approach to helping you pursue your financial goals. To support this overall approach, we offer services, from tax strategies to long-term care insurance, that go hand-in-hand with comprehensive financial planning.

  • Comprehensive financial planning
  • Fee-based investment management
  • Retirement accumulation
  • Retirement income planning
  • Tax reduction strategies
  • Life, health, Medicare supplement, disability and long-term care insurance
  • Estate and legacy planning
  • Business succession planning
  • Education planning/529 plans