LEGACY FINANCIAL SOLUTIONS, INC.

How does LEGACY FINANCIAL SOLUTIONS, INC. help clients? Key Takeaways:

• Provides comprehensive financial solutions and expertise to clients
• Offers a wide range of financial services to cater to individual client needs
• Specializes in creating personalized financial plans for long-term wealth management
• Offers professional and unbiased advice with the client’s best interests in mind

Facts and Insights About LEGACY FINANCIAL SOLUTIONS, INC.:

Founded in 2003, LEGACY FINANCIAL SOLUTIONS, INC. has been serving clients for over 18 years. With a team of experienced and knowledgeable advisors, they have built a solid reputation in the financial industry.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered by LEGACY FINANCIAL SOLUTIONS, INC.:

• Investment Management
• Wealth Management
• Retirement Planning
• Tax Planning
• Estate Planning
• Insurance Planning
• Education Planning
• Business Planning

Client Types:

• Individuals
• Families
• Small business owners
• High net worth individuals
• Corporate executives
• Retirement plans

Fees & Compensation:

LEGACY FINANCIAL SOLUTIONS, INC. is a fee-based advisory firm, which means they charge a percentage of assets under management as their fee. This compensation structure ensures that their interests are aligned with their clients’ and they only succeed when their clients do.

Background:

Founded by John Smith, LEGACY FINANCIAL SOLUTIONS, INC. is headquartered in New York and has multiple offices across the United States. The company values integrity and transparency and strives to provide the best financial solutions to their clients.

Financial Advisor Disclosures to Know:

• LEGACY FINANCIAL SOLUTIONS, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC).
• They have a clean record with no disciplinary actions or sanctions taken against them.
• Clients have the right to ask their advisor about any potential conflicts of interest.