Disclosures

Insurance products and services are offered through Legacy Financial, LLC. Investment advisory services may be offered through appropriately registered entities and individuals. Legacy Financial, LLC is licensed to conduct insurance business in the states in which it is authorized.

No Guarantees

Any references to protection benefits, lifetime income, or guaranteed returns refer only to fixed insurance products. They do not refer to securities or investment advisory products. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.

Not Affiliated with Government Agencies

Legacy Financial, LLC is not affiliated with, endorsed by, or sponsored by the Social Security Administration, Medicare, the Department of Veterans Affairs, or any other federal or state government agency.

Educational Workshops

Workshops and seminars hosted by Legacy Financial, LLC are educational in nature. They are not intended to provide specific financial, legal, or tax advice. Attendees may be offered the opportunity to schedule a complimentary consultation.

Annuities & Insurance

Annuities are long-term, tax-deferred insurance contracts designed for retirement. Withdrawals prior to age 59½ may be subject to a 10% IRS penalty, and surrender charges may apply. Riders may be available for an additional cost.

Tax & Legal

Legacy Financial, LLC does not provide tax or legal advice. You should consult a qualified tax professional or attorney regarding your specific situation.