Retirement Strategies
LEGACY FINANCIAL GROUP, LLC | SERVICES
If you're like most Americans, you're concerned about retirement.
Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Legacy Financial Group, LLC, we help you establish a strategy that if followed, will help ensure you don't outlive your money.
We have a full suite of services to help you down your financial path including but not limited to:
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Lifetime Income Strategies (Income Allocation)
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Traditional IRA
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Roth IRA
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401(k) and 403(b) Considerations
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Defined Benefit Plans
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Fixed Annuities
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Fixed Index Annuities
CONTACT US
Jerod Andersen
Cell: 801-201-9711
Email: jerod@thelegacyfg.com
Kyle Zoellner
Cell: 435-602-9576
Email: kyle@thelgacyfg.com
OUR LOCATIONS
2469 E. Fort Union Blvd.
Suite 200
Cottonwood Heights, UT 84121
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555 Bluff Street
Suite 300
St. George, UT 84770
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CONNECT WITH US
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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