Broker Check

5171 Wallings Road
Suite 130
North Royalton, OH 44133

Legacy Financial Associates, LLC

440-237-8000

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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 much of your Social Security benefit may be considered taxable.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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