http://www.linkedin.com/in/frankdunawaylac
Joplin Retirement Planning and Investment Management
Legacy Advisory Services is a full-service financial firm committed to assisting people pursue their financial goals. While developing a personalized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. When your goals have been established, we will personalize appropriate strategies to fit your vision and objectives. We believe you will be better able to determine your goals and make sound decisions to help reach them by our providing sound financial info. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does. We are ready to help you make the most of income, minimize taxes and optimize wealth transfer. We're anticipating using our expertise to help you pursue your financial goals. We could help you perform a sound financial program using the following products and services:
• Tax management
• Investment management
• Retirement strategies
• Estate conservation
• Insurance and annuity products
340 S Maple Street, Carthage, MO 64836
Phone: 877-731-9359
Fax: 417.358.1071
fsdunaway@swbell.net
No comments:
Post a Comment