At Legacy Financial Strategies, Inc., we offer a wide range of services tailored to the unique needs of retirees and pre-retirees. Our goal is to simplify the financial complexities of retirement while providing personalized solutions to help you achieve your goals.
We help you create a roadmap for retirement that ensures financial stability and peace of mind. From income planning to lifestyle adjustments, we’ve got you covered.
Our approach is focused on growing and preserving your wealth through diversified, risk-managed investment strategies.
We design reliable income plans that align with your retirement lifestyle, ensuring consistent cash flow throughout your golden years.
Our team works with you to implement strategies that minimize tax burdens, helping you retain more of your hard-earned money.
We analyze your Social Security options to maximize your benefits and align them with your overall retirement plan.
We collaborate with legal professionals to help you structure your estate, protecting your assets and securing your legacy for future generations.
Prepare for medical expenses and potential long-term care needs with confidence and clarity.
Our personalized approach to financial planning ensures that every decision you make contributes to a secure, fulfilling retirement. From achieving your financial goals to leaving a meaningful legacy, we’re here to guide you every step of the way.
Beyond our core services, we’re happy to discuss customized solutions for unique financial needs, ensuring every aspect of your retirement is accounted for.
Our friendly and experienced team is here to help you navigate retirement with confidence. Let’s create a plan that empowers you to live the life you’ve always envisioned.
3087 Innovation Way
Hermitage, PA 724-983-1617
There are no warranties implied.
Legacy Advisory Group, Inc. (“RIA Firm”) is a registered investment adviser located in [Hermitage, PA]. Legacy Advisory Group, Inc.(LAG) may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Legacy Advisory Group, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LAG web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LAG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LAG, please contact the state securities regulators for those states in which LAG maintains a registration filing. A copy of LAG current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from LAG upon written request. LAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LAG’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Legacy Financial Strategies, Inc. and individually licensed and appointed insurance agents.
Tax preparation and accounting services are offered through Innovation Tax Service, a dba of Legacy Financial Strategies, Inc