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.

 

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

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