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Our Process

LEGACY FINANCIAL GROUP, LLC  |  ABOUT US

The professionals at Legacy Financial Group, LLC believes in a needs based approach to help you develop your financial strategies.

Let us help answer your financial questions and develop a plan that’s focused on helping you work toward your goals.

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01

Discovery
Process
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04

Execute Financial Strategy
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02

Develop Financial Strategy
Data on a Touch Pad

05

Follow Up
Meeting
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03

Financial Strategy Meeting
Analyzing Graphs

06

On-Going
Reviews

Next Step?

READY TO TAKE THE

Contact us today for a no-obligation financial consultation!

Or give us a call at (877) 541-LIFE (5433)

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CONTACT US

Jerod Andersen

Cell: 801-201-9711

Email: jerod@thelegacyfg.com

 

Kyle Zoellner

Cell: 435-602-9576

Email: kyle@thelgacyfg.com

OUR LOCATIONS

2725 E. Parleys Way

Suite 120

Salt Lake City, UT 84109

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555 Bluff Street

Suite 300

St. George, UT 84770

CHECK US OUT
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities offered through Parkland Securities, LLC, Member FINRA/SIPC. Legacy Financial Group, LLC, is independent of Parkland Securities, LLC.

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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Form CRS

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