Refer a Friend | Legacy Financial Advisors

At Legacy Financial Advisors LLC, our business grows and thrives on referrals from satisfied clients. Have we made a difference in your life? If so, please let us know through your referrals.

The insurance strategies and wealth management offered through our firm can be beneficial to a variety of people in various life stages with different goals. Please let us know if you have friends or family who might be interested in our services. We would be honored to offer them a no-obligation, introductory appointment.

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Legacy Financial Advisors, LLC, offers insurance and annuity products and services. We do not provide investment, tax or legal advice.

Investment advisory services offered through duly registered individuals on behalf CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Legacy Financial Advisors are unaffiliated entities. Licensed Insurance Professional.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.

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