Our Services
At Legacy Advisory Services, LLC, we provide expert assistance in the following areas:
Investment Management
- Stocks
- Bonds
- Exchange Traded Funds
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Solo 410k
- Profit Sharing Plans
- Government Securities
- Annuities
Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- College Planning
- 401k Planning
- 403b Planning
- Roth Conversions
- Money Management
Insurance
- Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
- Individual Health Insurance
- Group Health Insurance