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5171 Wallings Road
Suite 130
North Royalton, OH 44133

Legacy Financial Associates, LLC

440-237-8000

 
Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Dedicated to helping our clients achieve their financial goals through personal service and independent guidance

 

 

401(k) ROLLOVERS -  Legacy can show you the benefits of rolling over your old 401(k)s to an IRA that you control.

FEE BASED INVESTMENT ADVICE - Legacy offers fee based investment advice with independent portfolio construction, asset allocation guidance and monitoring.

RETIREMENT PLANNING - Whether you are drawing income from your investments or trying to figure out how much to save for retirement, Legacy can help you organize your retirement planning goals.

STRETCH IRA - Minimize the income tax burden on your family by doing IRA planning now.  Legacy can show you how the Stretch IRA may reduce taxes for you and your family.

ESTATE PLANNING - Legacy can help you plan to leave your hard earned savings to your loved ones, not the government.

INVESTMENT REVIEW -  We are happy to provide a no cost, no obligation review to see if we can help.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate how much of your Social Security benefit may be considered taxable.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Using smart management to get more of what you want and free up assets to invest.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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Here’s a quick guide to checking to see if you have unclaimed money.

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Make your retirement as exciting as your next vacation.

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The market is as unpredictable as the weather. We’d love to help you prepare.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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