Strategies for helping families have enough money to retire living the lifestyle they have always dreamed of.
An IRA is a retirement account in which you can place different investment vehicles such as mutual funds and stocks.
A mutual fund company pools its money from many investors to purchase a portfolio of stocks, bonds, and other assets.
A stock is a purchase of ownership in a publicly owned company.
An annuity is an agreement between an investor and an insurance company. The investor agrees to give the insurance company a principal amount, and in turn the insurance company guarantees payments to the investor for a period of time.
Market Place and Medicare Offerings
An agreement between a policy holder and insurance company. The insurance company agrees to pay a beneficiary a certain amount if the insured dies within the policy agreement.
Insurance that covers the insured’s income if a disability occurs
Insurance to help with medical and non-medical needs of people who can no longer care for themselves.
A program in partnership with Nationwide to provide estate planning services for farm families.
Savings plans that can be invested in managed mutual funds. Withdrawals are tax exempt if used for qualified expenses.
A program in partnership with Nationwide to provide estate planning services for small business
Retirement plans for business of all sizes. Customized strategies for your unique business.
An IRA is a retirement account in which you can place different investment vehicles such as mutual funds and stocks.
Over 20 years of experience creating customized health plans for business of all sizes.
Protecting you and your employees and your family with affordable group life insurance plans.
Income protection for the unplanned and unforeseen accidents that happen in life.
Management, sales, and marketing consultation for small business and farms.
Check out the background of firms and investment professionals on FINRA's BrokerCheck
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Capital Advisors, LLC are not affiliated.
This communication is intended for individuals residing in the following states: AK/FL/GA/IN/KY/MI/NY/NC/OH/PA/SC/TN/TX/AR/PA
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking too. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.
Annuity guarantees are backed by the claims paying ability of the issuing insurer. An annuity is a long-term financial product designed largely for asset accumulation and retirement needs. Withdrawals and death benefits are subject to income tax. If withdrawals and other distributions are received prior to age 59 ½, a 10% penalty may apply. Certain Annuity product features, offered by some Annuity companies, such as stepped-up death benefit, a bonus credit and a guaranteed minimum income benefit, carry added fees.
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