Top 3 Important Milestones

Financial PlanningVideo
Written By Guest User

Chad Terry, CEO at Legacy Financial Group, discusses the top 3 important milestones that affect your financial journey and planning strategies.

Important Disclosure:

Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Advisor. Past performance is no guarantee of future returns. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Legacy Financial Group is not affiliated with Integrity Wealth.

Legacy Financial Group, LLC does not offer legal advice. Tax services provided are separate from the Securities or Advisory services offered through Legacy Financial Group, LLC. Please consult the appropriate professional regarding your individual circumstance.

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