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Legacy Financial Group, Inc. | Retirement Planning - Financial Planning Services Anderson, SC 29621

We specialize in financial planning for retirees and those transitioning into retirement. Income, tax, investment and education planning.

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melissa mcgaha

3433 c●●●●●●n blvd

and●●●son , South Carolina, 29621

United States

1.86●●●●1914
me●●●●●●●●●●●●@legacytaxsc.com

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melissa mcgaha

3433 c●●●●●●n blvd

and●●●son , South Carolina, 29621

United States

1.86●●●●1914
me●●●●●●●●●●●●@legacytaxsc.com

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melissa mcgaha

3433 c●●●●●●n blvd

and●●●son , South Carolina, 29621

United States

1.86●●●●1914
me●●●●●●●●●●●●@legacytaxsc.com

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Legacy Financial Group, Inc. | Retirement Planning - Financial Planning Services Anderson, SC 29621 | legacyfinancial123.com Reviews

https://legacyfinancial123.com

We specialize in financial planning for retirees and those transitioning into retirement. Income, tax, investment and education planning.

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1

About Us | Retirement Planning | Anderson, SC - Legacy Financial Group, Inc. | Retirement Planning

http://www.legacyfinancial123.com/about-legacy-financial.html

Legacy Financial Group, Inc. Retirement Planning. Legacy Financial is a South Carolina-based financial planning firm. We are conveniently located in Anderson, South Carolina. At Legacy Financial we focus on helping retirees and those preparing for retirement to help maximize their finances throughout their semi-retired and non-working years. Following our philosophy of sound, conservative planning and investment, we offer a comprehensive set of products and services grounded in:. Holds Series 7, 63 and 65.

2

Financial Planning Services - Legacy Financial Group, Inc. | Retirement Planning

http://www.legacyfinancial123.com/financial-planning.html

Legacy Financial Group, Inc. Retirement Planning. Financial planning is the base of Legacy Financial's platform. We focus on income, investment, education and tax planning for retirees, semi-retirees and those actively preparing for a more productive retirement yet to come. Every firm applies a different method to this process, and our philosophy is based on a conservative, consistent and calculated approach. Analyze your current situation:. Identify what you are looking for in a planner:. Securities off...

3

Referrals - Legacy Financial Group, Inc. | Retirement Planning

http://www.legacyfinancial123.com/referrals.html

Legacy Financial Group, Inc. Retirement Planning. You can refer us a friend or family member in 2 simple ways. You can bring them along with you to a dinner seminar or you can simply fill out the form below and we will contact them in 24-48 hours. Securities offered through Center Street Securities, Inc. (CSS), a registered Broker Dealer and member *FINRA and *SIPC,. Please be advised that presently, Anthony M “Bud” Hanley. Holds Series 7, 63 and 65. Licenses in AR, FL, LA, SC, TN and VA.

4

Resources - Legacy Financial Group, Inc. | Retirement Planning

http://www.legacyfinancial123.com/resources.html

Legacy Financial Group, Inc. Retirement Planning. The 2014 Social Security. And Medicare Guide Book. IMPORTANT 2014 IRS RULINGS . IRS Announces New IRA Rollover Limitation. A tax court ruling raises eyebrows and leads to a decision that may affect you. What was once allowed is now prohibited. This Tax Court opinion has prompted the IRS to tighten the IRA rollover rules. Starting in 2015, you are allowed one IRA-to-IRA rollover per 365 days - period. Bobrow v. Commissioner, T.C. Memo 2014-21,. The IRS is...

5

Appointments - Legacy Financial Group, Inc. | Retirement Planning

http://www.legacyfinancial123.com/appointments.html

Legacy Financial Group, Inc. Retirement Planning. Free 1 Hour Retirement Consultation and 2014. Guide to Social Security. If you haven't reviewed your retirement plan recently, it's probably time to have another look. Circumstances change throughout your life, and as they do - your retirement plan may need to be updated to address those changes. Even if you established a plan years ago, it may no longer be focused on your current goals or your new financial situation. Holds Series 7, 63 and 65. Before pr...

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Legacy Financial Group, Inc. | Retirement Planning - Financial Planning Services Anderson, SC 29621

Legacy Financial Group, Inc. Retirement Planning. We specialize in financial planning for retirees and those transitioning into retirement. Our onsite services encompass income, tax, investment and education planning. REGISTER FOR A SEMINAR. SEND US A REFERRAL. Legacy Financial Group 111 Broadbent Way Anderson, SC 29625. 864) 225-1914 Email: bud@legacyfinancial123.com. Securities offered through Center Street Securities, Inc. (CSS), a registered Broker Dealer and member *FINRA and *SIPC,.

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