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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm

Legacy Financial Services Group

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United States
Traverse City, MI
Legacy Financial Services Group

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Legacy offers fee-based investment management solutions for individuals and small business retirement plans.

11/04/2026

Some simple, inexpensive energy-saving tips that may help you save money.

10/30/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

10/28/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

10/26/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

10/23/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

10/21/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

10/19/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

10/16/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

10/14/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

10/12/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Address

10691 E Carter Road
Traverse City, MI
49684

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm

Telephone

+12319330631

Website

http://www.discoverlegacy.net/

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