Videos

4 Tax Buckets



Wealth Transfer



Rule of 100



Losses and Gaines



Life Insurance as an Asset Class



Beyond Retirement



Beneficiary Arrangements



Life in a Box

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It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Have Questions for Arnaldo?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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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.

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