Is Your Retirement Secure? Call us today for a Free Consultation about Financial Planning. Located in Mesa, AZ
LEGACY FINANCIAL, LLC
PEACE OF MIND AND PROSPERITY
Financial Planning - the Key to Securing Your Retirement
Legacy helps clients enjoy their retirement years without financial worries.
With a combined experience of over 100 years, the advisors at LEGACY Financial Solutions, LLC work with retirees on their financial matters preserving capital and providing for a secure financial future.
Financial planning and financial security is both an art and a science. In order to be successful, we use a variety of skills in planning the outcome, implementing the plan and controlling the desired results. Coordinating these three steps is an ongoing and ever-changing process due to the variations in the economic circumstances surrounding one's life.
Our desire is to assist our clients in reaching their full financial potential. If this is your desire as well, allow us to provide you a full hour of Free Professional Consultation as we look forward to showing you how Legacy Financial can help you live the life you've imagined.
Our Services
- Convert your taxable IRA to tax free dollars.
- Insure that your will or trust protects your IRA.
- Guarantee market gains without market risks.
- Minimize taxes on your IRA.
- Reduce Social Security Taxation.
- Turn your MRDs into tax free dollars.
- Avoid Estate & Income taxes.
- Really STRETCH your IRA. (IRS has finalized Regulations)
- Eliminate need for nursing home insurance.
We provide Financial Planning for:
LEGAL PLANNING - ESTATE PLANNING - INVESTING - INSURANCE
ANNUITIES - LIFE INSURANCE - MEDICARE SUPPLEMENTS - TAX PREPARATION
