Legacy Financial

Financial & Tax Planning

Phone 603-647-7166
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603-647-7166

We are Committed to Helping You Improve Your Long-Term Financial Success.

Our team understands that having personal, financial security is critical and planning is never a “one-size-fits-all.” We provide customized plans to preserve, maximize, and manage your wealth in such a way that you are better prepared for both your short- and long-term goals. As we learn more about you and your objectives, we can help you identify concerns and create solutions to make your goals attainable.

Our Financial Planning Services Include:

  • Cash Flow Analysis and Optimization
  • Asset Accumulation
  • Retirement Income Planning
  • Long-term Care Strategies
  • Tax Planning
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