Legacy Financial
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PH: (949) 306-0353  |  E: [email protected]
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The information provided herein is the exclusive property of Legacy Financial, LLC, 2025. This material has been prepared for informational
​and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
  • Home
  • About
    • Our Process
  • how we help
    • Decumulation
    • What's Your Retirement Score?
    • Small Business Owners
    • Asset Protection
    • Virtual Family Office
  • RS Book
  • Contact
    • Schedule