Legacy- A division of Fletcher Financial

Legacy- A division of Fletcher Financial Our Strategy:

LOGICTRAK DISCUSSION AND DISCOVERY - tell us your story!
3-STEP REVIEW focuses on taxes, income, risk & fees. Not everyone will qualify.

TAXES – Every dollar you own fits in one of 3 buckets – taxable now, later or never. Your tax return acts as a financial MRI, revealing the good, the bad, and the ugly! INCOME - Are you drawing income from the most efficient sources? Is your income pension-like, guaranteed for life or could your plan run out of money before you run out of life
RISK & FEES - We quantify how much risk you are taking

and how many fees you are paying. Most of our clients are shocked to find that the unknown and undisclosed fees often equal the known costs. Then, we assess Long Term Care concerns and Charitable desires. CREATE LIFEPLAN FOR YOUR REVIEW
TWEAK AND IMPLEMENT LIFEPLAN

The Legacy Division for the past 12 years, has diligently taught local seniors how to “preserve family assets” if they ever have to go to a traditional nursing home. The need is greater than ever for seniors to KNOW THE TRUTH about LONG TERM HEALTH CARE ISSUES. If you would like for us to offer a FULL SEMINAR OR an ABBREVIATED ONE during a lunch or other type of event, we are staffed up and ready to help! And think about this ... we have a 100% success rate for 12 years in helping preserve family assets when going into a nursing home and a 100% money back guarantee if the plan does not work. Legacy provides strategies helpful in qualifying for benefits due to a long-term care event while preserving family assets. Title XIX compliant insurance strategies offered through legal reserve insurance companies. We offer no legal or tax advice, but will work with your counsel or refer you to one of our trusted attorneys and CPAs if advice is needed. Advisory services offered through Fletcher Financial Group, a state-registered investment advisor.

Worried about losing your assets to Long Term Care? Give us a call.
10/31/2018

Worried about losing your assets to Long Term Care? Give us a call.

The Louisiana Music and Food Festival highlights the rich culture and talent in the area, as well as Louisiana at large....
10/19/2018

The Louisiana Music and Food Festival highlights the rich culture and talent in the area, as well as Louisiana at large. The music, food, musicians, artisans and chefs who all keep our area vibrant, come together as a community and celebrate the Louisiana culture! Join in on the fun Saturday, October 10th from 10-4!

Learn how to protect your home and land from Medicaid with a complementary consultation.
10/18/2018

Learn how to protect your home and land from Medicaid with a complementary consultation.

There are 2 reasons why seniors often buy Trusts they don’t need. Schedule a complementary consultation today.
10/17/2018

There are 2 reasons why seniors often buy Trusts they don’t need. Schedule a complementary consultation today.

Stop spending down all your money to qualify for Medicaid in a nursing home. Learn more!
10/12/2018

Stop spending down all your money to qualify for Medicaid in a nursing home. Learn more!

Stop paying out of pocket for nursing home care. We can help!
10/11/2018

Stop paying out of pocket for nursing home care. We can help!

Learn the facts about Medicaid Assistance in a nursing home with a complementary consultation.
10/10/2018

Learn the facts about Medicaid Assistance in a nursing home with a complementary consultation.

Learn how to protect family land from long-term care with a complementary consultation.
10/04/2018

Learn how to protect family land from long-term care with a complementary consultation.

Learn how to protect your home and land from Medicaid with a complimentary consultation.
10/03/2018

Learn how to protect your home and land from Medicaid with a complimentary consultation.

Call now to learn why we rarely recommend traditional Long-term care insurance.
10/01/2018

Call now to learn why we rarely recommend traditional Long-term care insurance.

There are 2 reasons why seniors often buy Trusts they don’t need. Give us a call to schedule a complimentary consultatio...
09/27/2018

There are 2 reasons why seniors often buy Trusts they don’t need. Give us a call to schedule a complimentary consultation.

Address

Monroe, LA
71291

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(318) 387-8918

Website

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