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Legacy Financial Solutions, Inc. - Registered Investment Advisor

Legacy Financial Solutions, Inc. - Registered Investment Advisor


Legacy Financial Solutions, Inc. - Registered Investment Advisor's financial review

Legacy Financial Solutions, Inc. - Registered Investment Advisor's Revenue (Yearly)

58.4M

Employees

14


Legacy Financial Solutions, Inc. - Registered Investment Advisor information

At Legacy Financial Solutions, Inc. we educate professionals, business owners and families on tax efficient wealth building, distribution and preservation strategies. Our mission is based on the following beliefs:- We believe in challenging conventional wisdom in wealth accumulation – and, more importantly – wealth distribution strategies.- We believe in having income taxed one time, and all futur...
At Legacy Financial Solutions, Inc. we educate professionals, business owners and families on tax efficient wealth building, distribution and preservation strategies. Our mission is based on the following beliefs:- We believe in challenging conventional wisdom in wealth accumulation – and, more importantly – wealth distribution strategies.- We believe in having income taxed one time, and all future fruits of that money should never be taxed again.- We believe in creating and utilizing proven wealth accumulation and distribution strategies, where cash flow generated from these strategies can – by law – be exempt from federal, state and local income taxes.How do we do this?- By utilizing the tax code in clear, unambiguous, uncontested ways.- By using proven, tried and true simple strategies- By employing products (with sound companies) that are specifically designed to produce the maximum income tax free cash flow allowable by law; strategies and products that will provide substantial income tax free benefits to the families of our clients during their lifetime as well as in the event of their death.Legacy Financial Solutions was founded in 1990 by Stephen N. Mathieu, President and CEO. Both Mr. Mathieu and his business partner/wife Jean Mathieu have been named Five Star Wealth Managers by New Hampshire Magazine, as they've been rated highest in overall satisfaction by clients, peers and industry experts. The award puts them in a distinguished group of just 4% of all wealth managers in the state.

Legacy Financial Solutions, Inc. - Registered Investment Advisor industries

Investment estate planning
Investment risk management
Life insurance & longterm care insurance
Business benefit & succession planning

Legacy Financial Solutions, Inc. - Registered Investment Advisor's financial review

Legacy Financial Solutions, Inc. - Registered Investment Advisor's Revenue (Yearly)

58.4M

Employees

14

Employees

Life Insurance Broker
Vice President
Benefits Representative

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