What are the opening hours?

Monday 9:30am - 5pm Tuesday 9:30am - 5pm Wednesday 9:30am - 5pm Thursday 9:30am - 5pm Friday 9:30am - 5pm

Legacy Financial Tax and Business Services

Home
United States
Plantation, FL
Legacy Financial Tax and Business Services

Financial Strategist & Legacy Builder.

Helping families & entrepreneurs protect income, reduce taxes, and build generational wealth through life insurance, tax strategy, and estate planning. 1,000 Families Covered. 1,000 Generations Changed.

07/15/2025

💼 401(k) vs. Annuity: Which One Builds the Retirement You Want?💰

When it comes to planning your retirement, the vehicle you choose can make all the difference.

📊 401(k):
✔️ Employer-sponsored
✔️ Pre-tax contributions = lower taxable income now
✔️ Investment options like stocks, mutual funds
✔️ Grows with the market (and fluctuates with it!)
❗ Must start RMDs at age 73
❌ Market risk + no guarantees

🔒 Annuity:
✔️ Insurance product designed for income
✔️ Can offer guaranteed income for life
✔️ Tax-deferred growth
✔️ Protection from market volatility (depending on type)
❗ May have fees or surrender charges
❌ Less flexible in early withdrawal

💡 Pro Tip:Many people combine BOTH using the 401(k) to grow wealth and an annuity to *lock in lifetime income* and reduce risk. It's not either/or... it could be BOTH/AND! 🙌

DM RETIREMENT FOR HELP

📞 Ready to build a retirement plan that matches your goals and lifestyle? Let’s talk! Your future self will thank you.

10/25/2024

Please see the link below to file BOI (Beneficial Ownership Information) https://boiefiling.fincen.gov/fileboir

Please send a letter to the IRS (Internal Revenue Service) Please make sure that the letter includes:
Legal Business Name
Business EIN
Business Address
The reason you wish to close the account

Please drop your email and I will send you the sample letter and where to send it.

10/22/2024

Name an Industry that would pay you for the same client, the same work for the rest of your life? I'm looking to help 5 to have a cash Christmas, if this is you and you are looking to learn a new skill INBOX me or TEXT (954-914-4139) TEAM!

09/14/2024

If you are looking to rebuild your credit, you have at least a 540 FICO credit score , have a checking account you may qualify. Click the link below to see if you pre-qualify.

*You credit limit doubles up to $2000 when you make 6 monthly payments on time.

This card should be used to rebuild. Lets Be Smart! Happy Saturday Everyone!

03/11/2024

GM everyone! We are closed today! We will reopen tomorrow 9:30am

01/01/2024

🚨JANUARY PROMOTION 🚨🚨

🚀 Ready to Supercharge Your Credit Score? 📈

Tired of being held back by a low credit score? We've got the solution for you! 🌟

✅ 6-Month Credit Repair Program
✅ Boost Your Score by 100 Points
✅ Expert Guidance & Personalized Strategy
✅ Affordable Monthly Fee: $49.99
✅ Credit Monitoring Included

Don't let bad credit define your financial future. Take control today! Click 'Learn More' to get started on the path to better credit. 💪💳

www.legacyfinancialfirm.com

12/21/2023

It’s is with a pleasure that I introduce a portion of the Legacy Team! Our firm provides the following services:
✅ Bookkeeping and Accounting Services
✅ Business Consulting and Credit Services
✅ Estate and Investment Planning
✅ Health and Life Insurance
✅ Mortgages
We are excited to help change lives in 2024!

11/24/2023

🎉 It's Black Friday and our business credit and consulting services are on sale! 🛍️ Get expert advice and strategies to take your business to the next level. Choose from our added Bonus of 12 months FREE CREDIT REPAIR or a Free Branding Photoshoot! Don't miss out on this amazing opportunity! Enroll today $299 💼

11/21/2023

We are closed for the Holiday! We will re-open Tuesday 11/28.

Don’t forget our Black Friday promotions! Available until Dec. 4th

11/07/2023

We are experiencing phone and internet outage. We apologize for the inconvenience. Thank you for your patience while we wait for the service to be restore.

10/30/2023

🎉Secure Your Marketplace Healthcare Insurance!🎉

Healthcare just got a whole lot better! 🏥✨ Introducing Obama Marketplace Insurance — your pathway to accessible, affordable, and high-quality healthcare! 🌟

🔹 Why Choose Obama Marketplace Insurance?
✅ Affordability: Quality healthcare that won't break the bank! Find plans tailored to your budget, ensuring you get the coverage you need without the stress.
✅ Comprehensive Coverage: From routine check-ups to unexpected emergencies, our plans cover it all. Enjoy peace of mind knowing you're protected against life's uncertainties.
✅ Trusted Providers: Access a network of trusted healthcare professionals and facilities. Your health is our priority, and we ensure you receive top-notch care.
✅ Easy Enrollment: Streamlined enrollment process designed with you in mind. Get covered quickly and hassle-free, so you can focus on what truly matters — your well-being.

🌟 How to Enroll:
1️⃣ Visit our website and book 1:1 appointment.
2️⃣ Complete intake Form for personalized plans tailored to your needs.
3️⃣ Select the plan that fits your lifestyle and budget.
4️⃣ Complete the easy enrollment process.
5️⃣ Congratulations! You're now covered and on your way to a healthier, worry-free life.

Join the millions who have already made the smart choice for their healthcare! Don't wait for tomorrow to secure your health — enroll today! 🩺✨

Ready to invest in your well-being? Click the link to get started! 🌐 🏥✨

Address

4100 S Hospital Drive Ste 100
Plantation, FL
33317

Opening Hours

Monday	9:30am - 5pm
Tuesday	9:30am - 5pm
Wednesday	9:30am - 5pm
Thursday	9:30am - 5pm
Friday	9:30am - 5pm

Telephone

(954) 769-1055

Website

http://www.legacyfinancialfirm.com/

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