Our Firm

HOW LEGACY FINANCIAL ADVISORS, INC. MAY BE ABLE TO HELP YOU,
YOUR FAMILY
OR YOUR ORGANIZATION
With Complete and Comprehensive Estate Planning and Financial Planning Strategies?



Who is Legacy Financial Advisors, Inc.?

Legacy Financial Advisors, Inc. is one of the fastest-growing financial services companies in the Central Valley, providing individuals and organizations with complete and comprehensive Estate Planning and Financial Planning Strategies.


The Estate and Financial Planning professionals at Legacy Financial Advisors, Inc. will guide you through both the fundamentals and complexities involved in Estate Planning, Financial Planning, Retirement Planning and Pre-retirement Planning.


What type of Estate and Financial Planning assistance can Legacy Financial Advisors, Inc. offer?
Estate Planning can be an extremely complicated issue. Legacy Financial Advisors, Inc. will evaluate the size and different types of assets in an estate's holdings and provides strategies encompassing Living Trusts, Estate Taxes, Wealth Transfer, Medicaid qualification, income tax reduction, tax advantaged IRA liquidation, wealth accumulation, and tax advantaged retirement planning.



Who can Legacy Financial Advisors, Inc. help?

Legacy Financial Advisors, Inc. provides financial services to anyone, regardless of age, that has concerns regarding the areas of Estate Planning, Asset Preservation, Taxation, Probate, Medicaid qualifications, long term care solutions, Retirement Planning and Income.

Legacy Financial Advisors, Inc. can help with complete Financial and Estate Planning Strategies for you and your loved ones. -Individuals -Groups -Families - Pre-retirement - Retirement -Nursing home care solutions -Concerns about costs -ANYONE!


Do I need an attorney and/or an accountant for my Estate Planning?

It is wise to consult with an attorney and/or an accountant when evaluating Estate Planning strategies? Legacy Financial Advisors, Inc. maintains relationships with selected Attorneys and CPAs as part of your Estate Planning "Team". In the areas of Estate Planning, Tax Planning or Elder Law, you will be well represented. Our Estate Planning professionals are well-versed in Estate and Financial strategies that will benefit you and your family.


If you have any other questions, please feel free to call us today.