At Legacy Financial Advisors, we provide assistance in the following areas:

Investments:

• Alternative Investments (i.e. Reits, Hedge Funds, Equipment Leasing)
   
• Bonds
   
• Common Stock 
   
• Educational IRA
   
• Brokerage Accounts
   
• Government Securities
   
• Managed Accounts
   
• Roth IRA
   
• Self Directed IRAs 
   
• SEP IRA
   
• Simple IRA
   
• Treasury Bills
   
• Traditional IRA
   
• Treasury Notes
   
• Variable Annuity
   

Financial Planning:

• Retirement Planning
   
• Tax Plans
   
• 401(k) Planning
   
• 403(b) Planning
   
• College Plans
   
• Estate Plans
   
• Executive Benefits Planning
   
• Profit Sharing Plans
   

Insurance:

• Disability Income Insurance
   
• Life Insurance
   
• Long Term Care Insurance
   
• Group Health Insurance 
   

Tax Planning:

• Gifting
   
• Charitable Trust Planning
   
• Collars
   
• Prepaid Forward Sales
   
• 1031 exchange programs
   
• Tax favorable income planning
   
• Qualified plans
   
• Deferred compensation plans