724-983-1617

david@leavealegacy.com

Comprehensive Financial Services for Retirees in Hermitage, PA

We Help You Answer Questions

Retirement Planning
We help you create a roadmap for retirement that ensures financial stability and peace of mind. From income planning to lifestyle adjustments, we’ve got you covered.
Investment Management
Our approach is focused on growing and preserving your wealth through diversified, risk-managed investment strategies.
Income Strategies
We design reliable income plans that align with your retirement lifestyle, ensuring consistent cash flow throughout your golden years.
Tax Optimization
Our team works with you to implement strategies that minimize tax burdens, helping you retain more of your hard-earned money.

Additional Ways We Can Help

Beyond our core services, we’re happy to discuss customized solutions for unique financial needs, ensuring every aspect of your retirement is accounted for.

Take Control of Your Financial Future

Our friendly and experienced team is here to help you navigate retirement with confidence. Let’s create a plan that empowers you to live the life you’ve always envisioned.

Schedule Your Free Consultation Today

Overview

Contact

Phone: 724-983-1617

Fax: 724.347.0625

david@leavealegacy.com

Location

3087 Innovation Way

Hermitage, PA 724-983-1617

Connect

There are no warranties implied.

Legacy Advisory Group, Inc. (“RIA Firm”) is a registered investment adviser located in [Hermitage, PA]. Legacy Advisory Group, Inc.(LAG) may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Legacy Advisory Group, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LAG web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LAG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LAG, please contact the state securities regulators for those states in which LAG maintains a registration filing. A copy of LAG current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from LAG upon written request. LAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LAG’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Legacy Financial Strategies, Inc. and individually licensed and appointed insurance agents.

Tax preparation and accounting services are offered through Innovation Tax Service, a dba of Legacy Financial Strategies, Inc

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