Dream, Build,
Protect, Enjoy
Protect, Enjoy
LEGACY FINANCIAL GROUP, INC. OFFERS EFFECTIVE
STRATEGIES TO HELP YOU REACH YOUR FINANCIAL GOALS
STRATEGIES TO HELP YOU REACH YOUR FINANCIAL GOALS
3 Reasons to Choose Legacy Financial Group, Inc.for Financial Guidance
1. We'll help you work toward your financial goals
Legacy Financial Group, based in Grand Blanc, Michigan, works diligently to help you identify and work toward your financial goals. Whether you want to save toward your children’s college, retirement goals or your dream vacation, you can count on us to keep you focused on your goal.
Don't let financial roadblocks stop you from following your dreams. Keep your eyes on the prize – consult with Legacy Financial Group to work toward a more secure future.
2. You’ll learn how to manage your money responsibly
Money is a sensitive subject for many individuals, but Legacy Financial Group associates take the time to learn about your situation with the goal of earning your trust. We want you to feel comfortable discussing your financial situation with us, so we'll have the perspective we need to advise you on the best decisions for your wealth management.
Once we meet and agree to move forward, we may:
- Suggest paying off debt before adding to savings.
- Recommend money-saving investments or insurance products.
- Discuss your spending patterns and suggest areas where you might cut back or increase spending.
- Regardless of the specific recommendations we make, we’ll
be with you through the entire financial planning process to answer all your questions and concerns.
Call 810-694-6500 for financial planning assistance.
3. We'll help you create a competitive employee benefits package
As a business owner, you know your employees put a lot of effort into their work to keep the production of your company running smoothly. Make sure you reward their hard work with the kind of employee benefits package they deserve.
Legacy Financial Group can help create a plan that’s customized to the needs of your company. Get in touch with us today to discuss health insurance and 401(k) plans.