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Retirement Roadblocks

LEGACY FINANCIAL GROUP, LLC  |  RESOURCES

What financial risks might you encounter on your road to retirement?

At Legacy Financial Group, LLC, we have spent years helping retirees and pre-retirees navigate the twists and turns of their retirement journey. Through experience, we’ve learned that most retirees will face a few, if not all, of these seven significant financial roadblocks in retirement.

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Learn more about one of these roadblocks, which we also call financial risks, in the video below.

Get your complimentary no-obligation copy of our Retirement Roadblocks Guide.
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Timing is Everything.

Sequence of Returns Risk: Watch and see how a few years could cost you over a million dollars.

This is just one of the 7 financial risks you may face in retirement.

The good news is that the sooner you are aware of these potential risks, the sooner we can implement strategies to help avoid them.

Call us today to get started!
(801) 416-3310
Get a complimentary no-obligation copy of Retirement Roadblocks: A 20-page guide to overcoming the 7 financial risks in retirement.
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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

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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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