Legacy Financial Associates

Informed decisions and solutions for the best half of your life.

 Legacy Financial Associates is an innovative team of experts striving to identify solutions for a financially stress free retirement. 

Our guiding  principles include:  a commitment to provide personalized, relationship-oriented service that our customers value; tireless investigation of new products and services to ensure the needs of our diverse client population are best met; and honesty and integrity in all situations. 

We look forward to using our knowledge and skills in providing you with leading-edge information and service in the areas of retirement, estate, and income planning.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Your Estate Net Value

For many, the ultimate goal of estate conservation is preserving a financial legacy to pass on to loved ones or charitable organizations, and the first step toward reaching this goal is determining how much there is to conserve.

More Newsletters →