FINANCIAL PLANNING

Legacy Financial Group, Inc. Will Work Toward Improving Your Financial Situation

STRIVE FOR FINANCIAL STABILITY

Do you need a retirement plan? Do you have a special family vacation in mind? Come to Legacy Financial Group located in Grand Blanc, MI to meet with a personal financial advisor who can help you take the right steps to achieve your financial goals.

To get started, we'll guide you through these steps:

Schedule a meeting with our financial advisor
Make the decision to move forward
Fill out fact finder to provide critical information
Establish your financial priorities and goals
Input collected data into financial planning software
Map out your financial future
Monitor your financial plan through scheduled review meetings

WHAT ARE YOU SAVING FOR?

Retirement planning
Education planning
Insurance planning
Benefit planning

Call 810-694-6500 today to find out how we can help.

BUILD A PROFESSIONAL RELATIONSHIP WITH LEGACY FINANCIAL GROUP

As an independent financial planning firm, Legacy Financial Group focuses on building a professional relationship with you. We take time to get to know you in order to find the best approach to helping you achieve your goals. Contact us right away for your personal financial consultation.

Find Us

Contact Us

Address: 8200 S SAGINAW ST.

SUITE 300
GRAND BLANC, MI 48439

Phone: 810-694-6500

Email Us

Hours

Mon: 8:00AM-4:30PM

Tue: 8:00AM-4:30PM

Wed: 8:00AM-4:30PM

Thu: 8:00AM-4:30PM

Fri: 8:00AM-4:30PM

Sat: By Appointment

Sun: Closed

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Check the background of this financial professional on FINRA's BrokerCheck. CLICK HERE

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. View Form CRS

This communication is strictly intended for individuals residing in the states of CO, FL, HI, IL, IN, MD, MI, MO, NC, OH, PA, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: When you link to any of the websites displayed
within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Legacy Financial Group, Inc. Will Work Toward Improving Your Financial Situation

WHAT ARE YOU SAVING FOR?

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