Joplin Insurance, Annuity Products and Retirement Planning
Legacy Advisory Services is a full-service financial firm committed to assisting people pursue their financial goals. While developing a tailored financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. As soon as your goals have been established, we will tailor appropriate strategies to match your vision and objectives. We believe you will be better able to recognize your goals and make sound decisions to help reach them by our providing sound financial details. 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 optimize income, minimize taxes and optimize wealth transfer. We're expecting using our expertise to help you pursue your financial goals. We should help you carry out a sound financial program making use of 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
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