Welcome To Legacy Financial
In today’s financial environment, it is critical to have a highly qualified, independent, unbiased financial professional from a firm with a reputation for integrity and excellent client service. At Legacy Financial our mission is to simplify the world of finances and help our clients secure a comfortable retirement. We understand that every client is different. We work with you to create investment strategies around your criteria. We will only recommend a change if there is a problem to fix… and only after there is a clear understanding and comfort level with our recommendation. This allows us to provide the highest quality advice, and service.
Ways we can assist you
- Retirement Analysis
- Life Insurance
- Annuities
- Guaranteed Income for Life Strategies
- Tax Planning Strategies
Ready to take your next step?
Schedule your free consultation today
Get Educated, Protect your Assets and Leave a Legacy
Bert Garza, the President of Legacy Financial, is an independent financial services agent of more than 25 years of experience. Throughout his career in the insurance and investment related industry he has helped hundreds of clients (Business Professionals, Business Owners, Doctors, Attorneys, and Educators) achieve financial and retirement security.
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