F I N A N C I A L S E R V I C E S
Legacy Financial Group has 18 years of experience in assisting clients to successfully plan and protect their financial investments.
Our professionals use industry-leading research and analysis to answer your questions and help you find the right path to reach your financial goals. We’re here to guide you in making the right investment and financial decisions for your future.
M O R T G A G E P R O T E C T I O N
Mortgage protection insurance will pay off your debt in the event of your death. This coverage provides your family with the financial security it will need to continue to pay the mortgage and keep their home. A death benefit is paid to the chosen surviving family member(s) with the intent of paying off the mortgage, however, the funds can be used by the beneficiary how they see fit. Give yourself and your family the protection and peace of mind that is deserved with mortgage protection insurance.
P R I V A T E L E N D I N G
Private lending products offer advantages that are not usually available at commercial banks, mortgage companies, and other traditional lenders. Underwriting standards are based primarily on the borrower’s ability to repay a loan. Loan approval decisions rely less on credit scores and more on the value of the property in relation to the loan amount. This makes it possible for the borrowers with isolated credit incidents, short-sales, or certain bankruptcy conditions to qualify for a loan.
A N U I T I E S
An annuity is a long-term investment that is issued by an insurance company designed to help protect you from the risk of outliving your income. Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life.
At Legacy we help you find flexible annuities so you can choose one that enables you to:
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Invest a lump sum or invest over a period of time
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Start receiving payments immediately or at some later date
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Select a fixed, variable or indexed rate of return
R E T I R E M E N T P L A N S
Whether you’re a few years out or already there, we’ll work with you throughout your transition so your retirement is on your terms. We can help with everything from mutual funds to 401k plans to IRAs. Our tools, resources, and experts are at your disposal for helpful insights and guidance.
