Legacy Advisory Group
Your goals are our objectives
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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.
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.
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.
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
Legacy Advisory Group
4958 Valleydale Road Suite 102G
Birmingham, AL 35242
- Office : (205) 301-5294
- Fax : (205) 518-8866
- Email : info@legacyal.com
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2018 Advisor Launchpad.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor, Securities offered through ProEquities, Inc., a Registered Broker-Dealer Member FINRA & SPIC.
Legacy Advisory Group, LLC, is independent of ProEquities, Inc.