Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services to help our clients achieve their personal and financial goals.  We specialize in retirement income planning.

As independent investment advisors, we serve as our clients' personal advocate.  As your personal financial advisor, we can:

        Help you identify your personal and financial goals (your destination).

  •        Recommend solutions tailored to your specific needs (your roadmap).
  •        Explain how and when to make adjustment 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.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Dow Know-How

The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

Mutual Fund Comeback

The renewed interest in mutual funds is a reminder that they have something to offer just about anyone with a financial goal.

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

More Newsletters →

May 09, 2008 @ 07:07 PM

Dow Jones Industrials 12,745.88- 120.90
Nasdaq Composite 2,445.52- 5.72
S&P 500 1,388.28- 9.40

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