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Most people are busy tending to their families, careers, homes and communities. It’s easy to put off addressing our financial issues. However, paying attention your financial, retirement and insurance affairs can have a lasting and positive impact.
Referrals
At Legacy Financial Advisors LLC, our business grows and thrives on referrals from satisfied clients. Have we made a difference in your life? If so, please let us know through your referrals.
The insurance strategies offered through our firm can be beneficial to variety of people in various life stages with different goals. Please let us know if you have friends or family who might be interested in our services. We would be honored to offer them a no-obligation, introductory appointment.
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Resources and insight to support your retirement journey
Download our brochures and checklists to help you plan for your retirement goals.
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Contact us
1200 Woodruff Road
Building A-3
Greenville, SC 29607
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Legacy Financial Advisors, LLC, offers insurance and annuity products and services. We do not provide investment, tax or legal advice.
Investment advisory services offered through duly registered individuals on behalf Legacy Financial Advisors, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Legacy Financial Advisors, LLC are unaffiliated entities. Licensed Insurance Professional.
Life insurance and annuity products are not suitable for everyone. They involve fees and charges including possible surrender penalties. Optional riders may involve an additional annual fee. Health care riders are NOT a replacement for long term care insurance. Product and feature availability may vary by state. Life insurance generally requires medical and often financial underwriting. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% IRS penalty before age 59-1/2. Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company.
Licensed Insurance Professional. Respond and learn how insurance and annuities may positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.
We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent.