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NettetIf you are unsure or concerned about any of these 5 critical areas of your financial future, we can help. Running out of Money during Retirement. Suffering Market Volatility and … NettetLegacy Finance & Scott delivered on… Legacy Finance & Scott delivered on their word. Responsive, understanding and professional in all dealings with us, allowing all to run smoothly from start to finish. Would recommend and will be using for all our future needs. Date of experience: April 19, 2024 my dog has stinky breath
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NettetA values-based approach to wealth management. Ted Moyer, President of Legacy 360 Financial LLC, was featured in the May 10, 2024 issue of Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management. In this article, Ted talks about his client-service philosophy. NettetDesign your financial legacy; Create a solid retirement plan; Should Ken or Ted and their team work together with you on your valuable retirement savings, you will be more than a client…you will become a member of the Legacy Family. You will meet on an annual basis (minimum) with your Advisor to Review your current investments and their ... NettetIf you are unsure or concerned about any of these 5 critical areas of your financial future, we can help. Running out of Money during Retirement Suffering Market Volatility and Losses Surprise Taxes and Not keeping … my dog has swallowed plastic