Retirement Planning and Financial Programs in Joplin

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Retirement Planning and Financial Programs in Joplin
Legacy Advisory Services is a full-service financial firm committed to assisting people pursue their financial goals. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. 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 maximize income, minimize taxes and optimize wealth transfer. We're looking forward to using our expertise to help you pursue your financial goals. We can help you execute a sound financial program utilizing 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