Planning for your financial future can be an overwhelming task. There are so many different factors to consider and your decisions can have a significant impact on your lifestyle. At Financial Legacy, we think the key to effective planning is preparation.
We can sit down with you in person – or virtually – to discuss your current financial situation and your goals. Using what we learn in this conversation, we’ll put together a strategy to help reach those goals without excessive risk. This strategy normally will include tax-advantaged investments whenever possible, such as your 401(k), Traditional and Roth IRAs, and 529 plans.
As an independent advisory firm not tied to any line of products, we’re better able to tailor a plan to your specific needs. We’re located in suburban St. Louis County, and we serve clients located across the country. To learn more, contact us for a no obligation consultation today.
Financial Legacy Associates
Financial Advisor in Missouri