Legacy Financial Solutions, Inc.

Client Services We offer a variety of financial services and products to support your financial objectives. Our recommendations are based on accomplishing your goals in the most efficient manner using the most appropriate tools available. Planning Services Financial Planning Asset Accumulation Retirement Income Planning Guaranteed Lifetime Income Solutions Income Tax Planning Retirement Plan Distributions Estate Planning Estate/Gift Tax Planning Asset Preservation Wealth Transfer Strategies Inheritance Planning Special Needs Planning Probate Avoidance Business Planning Cash Flow Management Investment Management Tax Planning Business Succession Planning Investment Services Investment Advisory Services Investment Risk Assessment Portfolio Analysis and Recommendations Full Service Brokerage Stocks, Bonds and Mutual Funds Cash Management Accounts Certificates of Deposit Insurance Services Insurance Consulting Policy Review Proposed Policy Comparison Beneficiary Analysis Insurance Brokerage Long-Term Care Insurance Life Insurance Annuities Disability Insurance

Address: 1361 Elm Street, Suite 100, Manchester, NH 03101, USA

Phone: +1 603 647 7166
FAX: +1 603 624 4747