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Services

Legacy Financial Services is a full service investment and financial planning firm that works diligently to prepare and implement financial solutions for our clients by understanding each client’s unique financial situation. We are committed to providing our clients with the products, service, and advice they need to make some of life’s most important financial decisions.

Once we understand your unique financial situation, we will develop and implement a personalized plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following:

  • Investment Advisory Services
  • Retirement Income Planning
  • Portfolio Construction and Management
  • Life Insurance
  • Disability & Long Term Care Insurance Planning
  • Education Savings Accounts
  • Easy(k)™ — 401(k) Open Multiple Employer Plan
  • Employer-Sponsored Retirement Plan Analysis
  • Much More

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You've signed your transition paperwork now what?

The paperwork you completed is only the first step of the process. The full transition of your accounts can take anywhere from three days to a month to complete. Our team will stay in contact with  you to discuss anything that may need your attention, and of course, we are always available by phone or email to answer your questions!

You may receive a lot of mail regarding your account over the next few weeks, even if you signed up for online statement delivery. Your online profile will take some time to be established, so many of the earliest items you receive will come via postal service. 

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Legacy Financial Services is a division of Bank of Luxemburg (BOL). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and BOL are not affiliated.

Check the background of your financial professional on FINRA's BrokerCheck.