Legacy Consulting, LLC/Legacy Financial Services
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Legacy Consulting, LLC/Legacy Financial Services Details
Legacy Financial Services focuses exclusively on the needs of those age 55 and over and their specific financial problems and opportunities, rather than attempting to be everything to everyone. As an independent, professional firm, Legacy Financial Services is designed to assist seniors to protect their financial assets and standard of living with a philosophy of first educating clients about their alternatives and then assisting them to implement the proper solutions in the following areas: •Estate Planning •Retirement Planning •Long Term Care – insurance or qualification for Medicaid •Investment Management (no commission, fee only) •Income Enhancement and Cash Flow Planning •Tax and Social Security Planning
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