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.