YYour goals are our objectives.
Financial planning allows you greater individual freedom to be at your best while at work and especially at home. Our financial professionals 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 of 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, Conscientious and strategic financial solutions through access to a full range of financial services and solutions.
Legacy Advisory Group is a firm committed to delivering tailored employee benefits and financial planning services to businesses, non-profits, and individuals. We are here to provide valuable knowledge, enduring strategic alignment, and a vigilant personalized focus to help protect past success and plan for an even brighter future for Employees.
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