Legacy Financial Solutions
Secure Your Financial Future
Focus on GROWING your Business...
Leave the Accounting and Taxes to us!
Our Firm
We are a boutique partnership bringing together top insurance professionals and accounting experts, dedicated exclusively to helping insurance agents boost their bottom line while maximizing tax savings. With scalable solutions and national resources, our team comprises Enrolled Agents, Certified Public Accountants, Certified Bookkeepers, and other industry specialists.
Around-the-Clock Financial Guidance
Bookkeeping
We provide systematic review, recording, and organization of financial
transactions to generate GAAP-compliant financial statements, manage budgets, and ensure tax compliance.
Personal Taxes
Our team analyzes individual financial situations to identify eligible credits and deductions, ensuring compliance with tax laws while maximizing refunds or minimizing liabilities.
Business Taxes
We help businesses avoid penalties and maximize deductions through consistent, year-over-year organization of tax return filings for sole proprietorships, partnerships, corporations, estates, and nonprofits.
Our Team
JOHN DOE
JOHN DOE
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FAQS
How often should I meet with my financial advisor?
How often you meet with your financial advisor depends on your individual needs and circumstances. Some people may want to meet with their advisor quarterly or semi-annually, while others may only need to meet once a year. It is important to meet with your advisor often enough to review your financial plan and make adjustments as needed.
What is the difference between a financial advisor and a broker?
A financial advisor is a professional who provides financial advice to clients. They can help clients with a variety of financial tasks, such as creating a budget, setting financial goals, and investing. A broker is a professional who buys and sells securities on behalf of clients. Brokers may also provide some financial advice, but their primary focus is on executing trades.
What is a fiduciary?
A fiduciary is a person or organization that has a legal obligation to act in the best interests of another person or organization. Financial advisors who are fiduciaries are legally required to put their clients' interests ahead of their own. This means that they cannot recommend products or services that are not in their clients' best interests.
What Are Our Customers Saying ?
Feedback from our delighted clientele.
I was feeling overwhelmed and lost when it came to my finances.
JANE DOE
I've been working with [Your Firm Name] for several years now, and I'm so glad I found them.
JANE DOE
I was nervous about working with a financial advisor and their team made me feel so good.
JANE DOE
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