Investors with good intentions toward setting their financial targets are, unfortunately, misled by some advisors who don’t take the time to explain how certain products and services can affect their long-term goals. That’s why Legacy Financial Group in Granbury, Texas, was launched—to ensure their clients have the knowledge they need so they can make sound decisions about their retirement years.
Legacy Financial Group is headed by founder and president Robby B. Welborn, an investment advisor representative registered with Horter Investment Management LLC. Robby brings extensive retirement planning and estate planning to the table, and he is surrounded by a team of professionals who are just as committed to fortifying their clients’ livelihoods.
After you schedule a meeting with a member of our team who specializes in finance, the process starts with a free, no-obligation"3 Step Review Process.” This session includes a thorough look at your current tax situation, an income analysis to determine if you’re using your assets adequately, and a risk analysis to pinpoint any troubling investment exposures. From there, a strategy is created to address your estate planning, long-term care concerns, and much more.
An educated client is a proactive client. Legacy Financial Group believes in this tenet so strongly, the advisory firm conducts regular, complementary workshops, dinner and lunch seminars, and learning sessions on a variety of topics, including annuities, mutual funds, and uncovering hidden tax and investment risks.
Legacy Financial Group offers a range of services from estate planning, income planning, investment planning, and tax planning to asset protection, life insurance, residential mortgages, and commercial real estate consultations.
Taking the guesswork out of financial planning is critical to preparing for the future. Legacy Financial Group will gladly collaborate with you on getting there. To schedule a free ...