Products & Services
At Legacy Financial Group, our experienced financial services professionals will work with you to address your financial concerns. Whether your goal is to accumulate and grow assets, or to prepare for life's uncertainties, we offer a broad variety of financial products and services to address your needs.
We are a premier provider of life insurance, annuities, disability income insurance, long term care insurance, retirement planning products, income management and other products and services for individuals, business owners, and corporate entities.
For Individuals
Financial Resource Analysis
- Life & Disability Income Insurance Needs
- Investment Analysis*
- Retirement Income Needs
- Budgeting & Cash Flow Study
Retirement
- Individual Retirement Accounts (IRAs)
- Annuities (Fixed & Variable*)
- Retirement Needs Analysis
- Tailored Retirement Plans
- Long Term Care Insurance
College Funding
- College Costs Analysis
- Investment Products*
- Insurance Products*
Investment Products*
- Mutual Funds
- Unit Investment Trusts
- Variable Annuities
- Securities Brokerage Services
Estate Analysis
- Estate Preservation
- Tax Reduction Strategies
- Charitable Giving
For Businesses
Business Continuation Planning
- Funding Option Analysis
- Buy-Sell Strategies
- Family Business Succession Planning
- Key Person Insurance
Executive Fringe Benefits
- Executive Bonus Plans
- Split Dollar Insurance
- Deferred Compensation Funding
- Salary Continuation Plans
- Non-Qualified Executive Fringe Benefits
Employee Benefit Products & Services
- Pension, Profit Sharing & 401(k) Plans
- Payroll Deduction Plans
- SIMPLE IRAs
- Institutionally priced Life Insurance
- Individual Disability Income Insurance for the Multi-Life Market
LEAP
We employ the Lifetime Economic Acceleration Process (LEAP) to assist you in analyzing the efficient use of your cash flows as part of our insurance planning practice. The LEAP process can help you better understand your protection, savings and growth objectives and identify existing resources to fund the products that can help you meet those objectives.
It is important to note that the LEAP process is not intended to and will not provide you with a comprehensive financial plan, nor does it make recommendations regarding the purchase, sale or holding of variable products, mutual funds or other securities.
The LEAP SYSTEM is made available through licensed financial professionals who are LEAP SYSTEM authorized representatives. If you are interested in finding out about LEAP, please contact us and we will put you in touch with a LEAP representative in our agency.
* Offered through registered representatives of MML Investors Services, LLC.