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SERVICES

RETIREMENT STRATEGIES

If you're like most Americans, you're concerned about retirement.

Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Legacy Financial, we help you establish a strategy that if followed, will help ensure you don't outlive your money.

We have a full suite of services to help you down your financial path including but not limited to:

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  • Lifetime Income Strategies (Income Allocation)

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  • Traditional IRA

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  • Roth IRA

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  • 401(k) and 403(b) Considerations

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  • Defined Benefit Plans

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  • Fixed Annuities

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  • Fixed Index Annuities​

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