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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

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