Legacy Financial Advisors

 

In an environment of market volatility and an expanding array of financial products, even the most sophisticated investor can feel overwhelmed.

So, how do you work toward building and protecting your investments while laying the foundation for working towards your long-term financial goals with confidence? It’s simple: Work with a financial advisor who can support you over the long-term and help make it easier for you to pursue your goals.
  

You
 

Your Financial Advisor

  • The freedom to conduct business with objectivity
  • Autonomy that allows for greater responsiveness to your needs
  • Teamed up the ING Financial Partners as a foundation to serve clients 

   

ING Financial Partners

  • A provider of resources and support for financial advisors
  • A facilitator of financial solutions
  • A commitment to high standards of integrity
  • A client-centered philosophy that encourages long-term relationship

 

Pershing LLC, Custodian Clearing Broker

  • A well established leader in the industry
  • The link to securities trade execution and clearing
  • Experience and sophisticated resources that result in quality service 

     

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at 770-552-1025. We will be happy to help. We look forward to talking with you.

 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

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