Legacy Financial

Our Story

Phone 603-647-7166
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We Are an Independent Family Business Helping Other Families and Businesses.

Today, Americans are facing challenges unseen by previous generations; challenges that leave many wondering if they will be able to retire successfully. Without guaranteed pension plans that were prevalent years ago, it has become critical for people to strategically employ all of their assets to help maximize and guarantee their income in retirement.

Legacy Financial Solutions is a financial services firm with a unique approach: before you become a client, we will help you find money that you are losing unknowingly and unnecessarily. Once found, we help you reallocate that money into efficient strategies, to enhance your current lifestyle and save it wisely for future use.

Our planning process provides a comprehensive, integrated approach taking into account five key areas of successful retirement planning. Those include Legal Documents, Tax Planning, Medical & Risk Planning, Optimal Income & Investment Planning, and Legacy Planning. An integrated, efficient plan can dramatically enhance the power and longevity of your assets in your retirement and often provide a legacy for your heirs or favorite charities.

As fiduciaries, we are committed to your financial well-being. As an independent firm, we’re able to select from a wide array of strategies, services, and products without being subject to any quotas or outside influences. This allows us to deliver superior financial solutions which are consistent with your goals and objectives.

At Legacy Financial, we are passionately committed to the success of our clients and to our community. We look forward to helping you achieve your dreams. Contact us today.

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