Legacy Financial Group

CONNECT

Address:

9400 Holly Ave NE, Bldg 4
Albuquerque, NM 87122

Phone:

505.839.0224

Fax/Other:

505.839.5373

Services

Financial

Values Based Financial Planning

Retirement Planning

  • 403(b), 457, and 401(k)
  • Traditional & Roth IRA's

Asset Management

  • Investment Research & Analysis
  • Portfolio Optimization

College Education Funds

Insurances

Life Insurance

  • Permanent
  • Term 
  • Pension Maximization

Group Supplemental Insurance

Disability 

Long Term Care

Tax & Accounting Services

Income Tax Planning and Preparation

Debt and Finance Advising

IRS Representation

Accounting Services

Bookkeeping/Write-up

Compilations

Mergers, Acquisitions and Sales

Litigation Support and Forensic Accounting

Estate and Trust Tax Preparation

Cash Flow and Budgeting Analysis

Entity Selection and Restructuring

QuickBooks Accounting Help and Assistance

Payroll Services

Assurance and Advisory Services