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Legacy Financial Group

verified

Financial Consultant in Des Moines

closed
Today 08:00 AM - 05:00 PM

6000 Grand Avenue Suite B Des Moines IA, 50312

(515) 255-3306

website

General Description

We take a planning approach to all aspects of the advice and service we provide. Together we will help you get financially organized; bring clarity and confidence to your financial life; help you make and execute the investment and financial decisions needed to live the life you want on your terms. Cash Flow & Income Management - We help you make more educated decisions to maximize your cash flow and efficiently utilize pretax or after-tax monies both pre and post retirement. Advise on short- and long-term debt elimination, budgeting, employee benefits, and social security benefit and pension decisions. Goal Funding and Life Transitions - Are you on the right track, or are adjustments are needed to meet your goal? All financial goals need a strategy; college funding, housing decisions, starting a business, retirement. We will determine appropriate investments and strategies with your goals in mind. As life transitions happen; marriage, children, career changes, and divorce.


Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed

Location & Map


Legacy Financial Group
6000 Grand Avenue Suite B
Des Moines, IA 50312
(515) 255-3306
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