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Legacy First Financial Group

Legacy First Financial Group

Senior Financial Consultant

(704) 845-9030

Our Process 

We start with a budget on your current lifestyle and build a personalized plan around expected pensions and optimized Social Security Election planning.  Through tax forecasting we manage marginal tax brackets to minimize wealth transfers to the IRS during your Retirement years.   Lastly we pinpoint your year of Financial Independence - this is the year that you only continue to work because you want to NOT because you have to!

Meet Our Team