Financial Legacy Associates An independent advisory firm More Info
A commitment to Highly Personalized Service More Info
Our clients' needs met through Tailored Solutions More Info
Long-Term Financial Success Through prudent decision making More Info

Financial Legacy Associates, LLC is a group of independent professionals dedicated to providing prudent and comprehensive financial advice to clients seeking individual assistance. Unlike many financial advisory firms, Financial Legacy Associates is not owned directly or indirectly by any conglomerate or institution… our independence is key to our success. Our philosophy at Financial Legacy Associates is based in a commitment to provide highly personalized service and tailored solutions, focusing on the unique needs of each situation… it begins with an emphasis on listening.

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    Retirement Planning

    Projecting your future financial situation allows for meaningful solutions today.

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    Investment Planning

    Proper asset positioning for your spending goals leads to long-term success.

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    Risk
    Management

    Preparing for potentially catastrophic situations is critical for you and your dependents.

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    Tax
    Planning

    Proper management of before and after tax dollars is essential.

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    Estate
    Planning

    Preparing for the inevitable will bring peace of mind for all concerned.