Legacy Advisors Financial Group

CONNECT

Address:

2200 Northern Blvd., Suite 200
East Hills, NY 11548

Phone:

516.686.7232

Fax/Other:

516.873.4645

5 Steps to Financial Security

Most of our clients have told us that they find our "5 Steps to Financial Security" approach highly useful:

1. We start with the basics -- helping you protect yourself and your loved ones with life and disability income insurance. These are the two most unpredictable areas of financial security planning.

2. We help you accumulate your assets.

3. We help you grow your assets through investment strategies and solutions.

4. We take your accummulated assets and help you through your retirement stage, switching from accumulating to distributing (you access your retirement funds).

5. Lastly we provide Estate Conservation strategies and techniques so that you can leave your legacy for generations to come.

We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstance.

 

 

 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck