Legacy Financial Group, LLC

Legacy Financial Group, LLC Legacy Financial Group, LLC Investments in securities involve risk, including the potential loss of principal. http://www.finra.org/, http://www.sipc.org/

Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle

any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share. Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Legacy Financial Group, LLC. , a registered investment advisor not affiliated with SagePoint Financial, Inc.

Consider a bucket plan to go with your bucket list.
05/06/2024

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

You've allocated your assets; you just may not realize it yet.
04/29/2024

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

If you died, what would happen to your email archives, social profiles, and online accounts?
04/22/2024

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

How literate are you when it comes to your finances? Brush up with these five basics.
04/15/2024

How literate are you when it comes to your finances? Brush up with these five basics.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
04/08/2024

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Is your household's inflation rate higher than the national average?
04/01/2024

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

Are you planning to work after taking Social Security benefits? Know the rules.
03/25/2024

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
03/18/2024

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
03/11/2024

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

When was the last time you paid yourself first?
03/04/2024

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
02/26/2024

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
02/19/2024

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Address

19191 S. Vermont Avenue #100
Torrance, CA
90502

Telephone

+13107561700

Website

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