Broker Check

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