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Legacy Financial Strategies, Inc. logo with bird's nest and 'Leave a Legacy'
Bird's nest with white eggs and one golden egg

Leave A Legacy...

Hands holding a nest filled with coins

...Helping you enjoy & protect

​your Nest Egg

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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A Few Words About Us

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.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Car Affordability

How much can you afford to pay for a car?

Savings Goals

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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