Goal-Based Planning

At Legacy Financial Partners, we want the best for our clients and their families. Having a goal-based plan can make life much easier. We will be able to help maximize an individual’s financial future based on their unique goals and current financial situation.

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Retirement Planning

Creating a complete plan for retired life can be very complex. It involves setting goals, identifying other sources of income, and estimating average expenses. Having a plan in place that can be easily adhered to will create a firm foundation for a sound financial future.

Bucket List Planning

Legacy Financial Partners has years of experience with assisting people with bucket list planning. These lists include various financial goals that can be checked off one by one. Some examples include:

  • Paying off credit card debt
  • Having an emergency fund
  • Improving FICO score

We are experienced in the creation of bucket list planning and can assist you in setting goals to make those a reality.

College Planning

College is an exciting time, and we can provide financial strategies for both the student and their family. We will be able to properly guide parents, grandparents, partners, or guardians toward sufficient college preparation through long-term planning, finding the best possible ways to save.

Charitable Giving

An exchange-traded fund (ETF) is similar to a stock since it is also traded on the exchange. They have lower expense ratios and include every type of investment. Unlike mutual funds, the share prices will move up and down throughout the day.  

FIA Annuities

We at Legacy Financial Partners are strong proponents of donating to charities. For those who feel the same way, we will provide a plan to easily donate proper amounts to favorite charities. We are ready to work together to figure out when to give, what to give, and how to give.

Life and Goal Planning

The best way to plan is to set financial goals. We like to get to know our clients on a more personal level in order to better understand their goals, expectations, and current circumstances. Once we are able to understand what they expect and where they hope to be, we will create a proper path that if followed, can lead to that destination.

Estate Financial Planning

Estate planning is one of the most important financial decisions you will make because it does not affect you as much as it affects the ones you love. An estate is comprised of all possessions, like homes and vehicles. Knowing who will receive these items when the individual passes can bring incredible peace of mind.

Looking for Assistance with Goal-Based Planning?

Having a plan can help prevent a future filled with financial headaches. If you are interested in developing a well-thought-out plan for your finances, please contact us today to schedule a meeting.

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Think you’re ready to take the next step?

If you’d like to hear more information about any of our products or services, schedule a meeting today or register to attend a seminar.