Comprehensive, Fee-Based Financial Planning, Investments, Insurance
We provided fee-based comprehensive financial planning to help you reach your financial goals. These goals may include retirement planning, college education savings, major purchase goals, and more. In addition, we evaluate your projected cash flow from now until mortality. We evaluate your risk tolerance and time horizon to help develop an investment allocation that is right for you. We look at life insurance, disability income, and long-term care to make sure you are not over or underinsured.
At your request, we provide recommendations on how to implement strategies developed out of your financial plan. We provide fee-based investment managment. In addition, we have access to life insurance, annuities, disability insurance, and array of other product.
Legacy Financial Advisors is an independent financial planning and investment firm that is not tied to any proprietary products. This means we are free to find the best solution for your situation without being restricted to a small number of investment or risk protection products.
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Interview Q&A
How long have you been in business?
One of our two partners has been in the business since 1993, the other since 1999.
What is your primary product or service?
Comprehensive Financial Planning, Fee-Based Investment Management, Annuities, Life Insurance, Disability Insurance, Long-Term Care.
How do you differentiate yourself from other businesses in your category and area?
Legacy Financial Advisors is an independent financial planning firm that is not tied to proprietary product. At Legacy Financial, we are interested in buidling a relationship, with you and your family, that is based on integrity, trust, and commitment. In addition to partnering with you to develop a financial strategy to help achieve your financial goals, we work with you to monitor progress and make adjustments where neededed. We believe financial planning is ongoing and that strategies need to be updated as circumstances, markets, needs, and risks change. We understand the importance and impact of financial security and protection in life. Our client relationships are long-term. This allows us to help clients through every phase of life as well as to provide support in times of change or need.
How many locations do you have and do you have plans to expand?
We are conveniently located at 121 and Lake Forest Drive, in McKinney, TX. Our location is convenient to McKinney, Allen, Frisco, and Plano.
Provide detailed directions to your location
Take Highway 75 or the North Dallas Tollway North to the Sam Rayburn Tollway (Highway 121). Take Highway 121 (heading East from the Tollway or West from 75) to Lake Forest Drive. We are located on the North West corner of the intersection of 121 and Lake Forest Drive. We are in the Valliance Bank building.
Which areas do you service?
Financial Planning, Investments (including brokerage accounts and annuities), Life Insurance, Disability Income Protection, Long-Term Care.
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