It is important to feel you have control over your future. At Legacy Financial Partners, we offer our experience and knowledge to help you design your own strategy for financial independence.
Contact us today to schedule a no-obligation Customer Care Needs Analysis! Call us at 561-683-3000 or connect with us online at info@LFPfinancial.com.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path toward owning your tomorrows.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities and Advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC, a registered investment advisor. Insurance services offered through Legacy Advisors, Inc. and Tax and Accounting services offered through Legacy Tax, Inc., both of which are subsidiaries of Legacy Financial Partners, LLC. Legacy Financial Partners, LLC and its subsidiaries are not affiliated with Madison Avenue Securities, LLC. Arnaldo Coucelo is not affiliated with Madison Avenue Securities LLC.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.