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  2. Financial Planning Services

Financial Planning Services

Despite our best intentions, life happens. It throws us curve balls and challenges; it surprises us with the best moments and incredible opportunities.

Legacy Capital Advisors will help you capture the unique opportunities and avoid the unforeseen dangers that life brings.   We provide general consulting services to clients. These services are usually provided on an ongoing basis, and may include advice about: 

  • General cash flow planning.
  • Planning for certain events such as education expenses or retirement.
  • Estate planning analysis*.
  • Income tax planning analysis*.
  • Review of your insurance portfolio; and any other financial matters specific to you.

The scope and fees for financial planning services will be agreed upon with you in advance.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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Contact info

  •  514 Madison Street SE Ste B,
    Huntsville, Al 35801
  •  1212 Helton Drive Ste A,
    Florence, Al 35630
  •  1125 The Financial Center, 505 20th St.
    N,Birmingham, Al 35203
  •   256.764.2322
  •   info@LCapitalAdvisors.com

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Legacy Capital Advisors is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Certain individuals associated with Legacy Capital Advisors are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Legacy Capital Advisors are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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