Legacy Advisory Group

Your goals are our objectives

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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YYour goals are our objectives.

The team at Legacy Advisory Group has extensive financial services experience and steadfastly upholds the highest ethical standards. We are committed to providing Customized, Comprehensive and Conscientious financial solutions through access to a full range of financial services and solutions.

Financial planning allows you greater individual freedom to be at your best while at work and especially at home. Our financial advisors are equipped with innovative industry tools, processes and products to prepare customized financial plans which provide a comprehensive and conscientious approach to your family’s requirements. As financial planners, your goals become our objectives!

Services sWe Provide

Service- Comprehensive & Conscientious

At Legacy Advisory Group, we apply a systematic process to each the four cornerstones of retirement planning: Social Security Optimization, Structured Income Planning, Investment Advisory, and LEGACY Planning.

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How we help

The team at Legacy Advisory Group has extensive financial services experience and steadfastly upholds the highest ethical standards. We are committed to providing Customized, Comprehensive, and Conscientious financial solutions through access to a full range of financial services and solutions.

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Customized Financial Plan

At Legacy Advisory Group, one core value drives us above all others: Doing what is best for you, the client. Our financial planners have worked with clients all over the great state of Alabama to create custom financial plans for over a decade. Whether you are an aspiring business owner, educator, employee at a large or small business, or just someone looking to succeed financially and provide for your family, we maintain the highest standard of fiduciary responsibility in servicing you.

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T Tools We Use

  • Tax-Efficient Managed Accounts
  • Stocks & Bonds
  • Exchange Traded Funds & Mutual Funds
  • Life Insurance & Annuities
  • Disability & Long Term Care Insurance

Team Tmembers

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TGet In Touch

Legacy Advisory Group

4958 Valleydale Road Suite 102G
Birmingham, AL 35242