LEGACY Investments & Insurance Services, is an independently owned financial consulting firm. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. We offer our comprehensive financial planning and investment services to a broad range of clients. As independent investment advisors, we serve as our clients' personal advocate.
We help you map out a plan to reach your financial destination. On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please call us today 608.318.2633. Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
We help you map out a plan to reach your financial destination. On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please call us today 608.318.2633. Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
Services
Legacy Investments & Insurance Services, Inc is a full service financial firm dedicated to helping its clients build and preserve wealth.
As independent investment advisors, our loyalty belongs exclusively to our clients-- not to a parent company.
Our independence allows us to work with the industry's best brokerage firms, mutual fund companies and insurance companies.
We only recommend products and services that can be tailored to suit our clients' unique needs.
As independent investment advisors, our loyalty belongs exclusively to our clients-- not to a parent company.
Our independence allows us to work with the industry's best brokerage firms, mutual fund companies and insurance companies.
We only recommend products and services that can be tailored to suit our clients' unique needs.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
You are encouraged to seek advice from an independent tax or legal professional.
The content is derived from sources believed to be accurate.
Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
You are encouraged to seek advice from an independent tax or legal professional.
The content is derived from sources believed to be accurate.
Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
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