At Legacy Investments & Insurance Services, our financial advisors provide an Independent Perspective on your Financial Future.
Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services designed to help our clients work toward their personal and financial goals. We specialize in wealth management and retirement income planning.
As independent investment advisors, we serve as our clients' personal advocate. We help you map out a plan to reach your financial destination. As your personal financial advisor, we can
Help you identify your personal and financial goals (your destination).
Recommend potential solutions tailored to your specific needs (your roadmap)
Explain how and when to make adjustments to your financial plan (roadside assistance).
On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please call us today.