More Sharing ServicesShare | Share on email Share on print
The Legacy Group, LLC

 

The Legacy Group is dedicated to providing you value-oriented service that will bring you peace of mind.  Whether in your business, personal wealth accumulation or estate preservation, The Legacy Group is in the business of helping you identify your objectives and implementing solutions appropriate for your specific goals.

We have developed a process which provides a strategic approach to addressing the important financial concerns of our clients.  We want to ensure that the plan you want is the plan that you actually have.

Each person has a unique set of concerns and responsibilities as well as unique circumstances. We work to discover and crystallize our client's goals and objectives while maintaining the highest degree of professional courtesy and integrity.

 

Additional resources

mainstayfunds.com -Mainstay Funds website

nylim.com -New York Life Investment Management website

brinkercapital.com - Brinker asset management website

 

 

Eric Bascom, Seth Richardson, and Larry Richardson (Ca Ins Lic OD72331)  are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, UT, MS, TX, CA, NC, SC, AZ, GA, OH, KY. No insurance business may be conducted outside these states referenced.

Eric Bascom, Seth Richardson, and Larry Richardson are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of LA, UT, MS, TX, CA, NC, SC, AZ, GA, OH, KY. No offers may be made or accepted from any resident outside the specific states referenced.

The Legacy Group, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Eric Bascom, Seth Richardson, and Larry Richardson are also separately registered as an investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser and collectively offer advisory services in the states of LA, UT, MS, TX, CA, NC, SC, AZ, GA, OH, KY. As such, these services are strictly intended for individuals residing in these states.

Eric Bascom, Seth Richardson and Larry Richardson are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

Neither The Legacy Group, LLC, its employees nor NYLIFE Securities LLC or its affiliates and representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation before determining any course of action.
Account Access

View Your Personal Accounts



Personal Folders

Create or Access Personal Folders

Log in or create a Personal Folder.

Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

More Newsletters →