Legacy Financial Group

5310 Acton Hwy Ste. 101

Granbury, TX 76049, United States

817-888-8861

[email protected]

http://www.legacyfingroup.net

Investors with good intentions

toward setting their financial targets are, unfortunately, misled by some advisors

who don’t take the time to explain how certain products and services can affect

their long-term goals. That’s why Legacy Financial Group

in Granbury, Texas, was launched—to ensure their clients have the knowledge they

need so they can make sound decisions about their retirement years.Legacy Financial Group is headed by founder and president

Robby B. Welborn, an investment advisor representative registered

with Horter Investment Management LLC. Robby brings extensive retirement planning

and estate planning to the table, and he is surrounded by a team of professionals

who are just as committed to fortifying their clients’ livelihoods.After you schedule a meeting with a member of our team who specializes in finance, the process starts

with a free, no-obligation"3 Step Review Process.” This session includes a

thorough look at your current tax situation, an income analysis to determine if

you’re using your assets adequately, and a risk analysis to pinpoint any

troubling investment exposures. From there, a strategy is

created to address your estate planning, long-term care concerns, and much more.An educated client is a proactive

client. Legacy Financial Group believes in this tenet so strongly, the

advisory firm conducts regular, complementary workshops, dinner and lunch seminars, and learning sessions on a variety of topics, including annuities, mutual

funds, and uncovering hidden tax and investment risks. Legacy Financial Group offers a range of services from estate planning, income planning, investment planning, and tax planning to asset protection, life insurance, residential mortgages, and commercial real estate consultations.Taking the guesswork out of

financial planning is critical to preparing for the future. Legacy Financial Group will gladly collaborate with you on

getting there. To schedule a free session today with the investment advisory

team, call (817) 888-8861. Visit theirwebsite to learn more about securing your lifestyle.