• FREE Retirement Planning Guide


    Valuable information revealed! This book will tell you: 

    • How to choose the right Medicare option for your future and retirement.
    • How to maximize your Social Security benefits.
    • How to choose the right annuity for your retirement.
    • What to look for in Life Insurance.
    • How Long Term Care Insurance can protect your assets in case of illness.
    • How to protect yourself against Identity Theft.
    • Tips for Seniors, and much more!

    Get your free retirement planning book today!


  • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    We here at Legacy Financial Strategies, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.