Legacy Services
Our Process
While some companies take a one size fits all approach We understand that your financial goals and challenges are unique. At Legacy, we believe it’s important to develop a plan catered to your specific needs. We’ll help you clarify your goals, create a strategy, and implement a plan to align your finances with the rest of your life goals.
Individual Solutions
We’re specialist when it comes to designing that make handling insurance and investments simple we off a range of services for you and your family including…
- Individual life insurance
- Disability income planning
- Comprehensive estate analysis
- Wealth creation strategies
- Education funding
- Retirement income planning
- Health insurance
- Tax shelters
- Mutual funds
- Annuities
- Charitable giving plans
- Long-term Care Insurance
- Stocks
- Bonds
- CD’s
- Medicare Supplement Insurance
- Dental Insurance
Business Solutions
It’s never been more important to protect your business than now. We help you protect your business and the employees who depend on it with services such as…
- Corporate and partnership buy-out plans
- Key person coverage
- Selective bonus plans
- Buy/sell stock redemption protection
- 401 K’s
- Pension plans
- Profit-sharing plans
- Disability protection
- Private retirement plans
- Health care plans
- Life insurance
- Deferred compensation and salary continuation plans
- Dental Plans
Address
1300 Summit Avenue, Suite 120
Fort Worth, TX 76102
Phone: 817.877.0717
Fax: 817.210.4991
Securities & Financial Planning services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial Registered Representative/s associated with this site may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.