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.
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, Conscientious and strategic 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
TGet In Touch
Legacy Advisory Group
36 Manning Place Suite 200
Birmingham, AL 35242
- Office : (205) 991-5017
- Fax : (205) 518-8866
- Email : info@legacyal.com
Check the background of your financial professional on FINRA’s BrokerCheck.
Jeremy Young, Aaron Bethune and David Foster are registered representatives of Lincoln Financial Advisors Corp. We are licensed to offer insurance in AL, CA, FL, GA, MS, PA, TN, WY, WA, SC, NY, & MD. We are licensed to offer securities in AL, CA, FL, GA, IA, MD, MS, MO, NE, NY, NC, OK, PA, SC, TN, TX, VA, WA, and WY.
Jeremy Young – CA Insurance Lic. OM19267
Legacy Advisory Group is a marketing name for registered representatives Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies. Firm disclosure information available at www.LFG.com.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. This material is for general use with the public and is designed for informational or educational purposes only. It is not intended as investment advice and is not a recommendation for retirement savings.
Not all registered representatives with our firm are able to offer advisory services.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
CRN-2551136-052219