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Who We Serve

LegacyNFS caters to a diverse set of requirements. Whether you are a retiree, a retiree-to-be, a business professional, or a mid-career professional, our team is committed to providing you with effective financial services possible.

Retirees

We’ve Got You Covered

We are competent to cope with a wide range of client requirements thanks to our extensive experience in the finance industry. Please feel free to share your financial objectives with our experts. Our job is to recommend only exceptional options. The ultimate result is a financially secure future for our clients, whether they are retired or approaching retirement.

Retirees

We offer many choices to assist you in maximizing your federal/state pension, expand your defered compensation and other government benefits. Retirement-age people are understandably concerned about their financial security.

We help you get the most out of retirement income

We know what processes need to be implemented to enhance retirement income. In a financial consultation we will thoroughly assess your pension and other income sources to create an effective strategy that helps you maximize it.

Retirees
Business Professionals

Business Professionals

Business professionals are used to dealing with financial complexities daily. We have the expertise to recommend the best financial solutions regardless of our clients' business backgrounds.

  • Risk management and business preservation
  • Business valuation, sale, and transition planning

Mid Career Professionals

It is possible on a practical basis to either expand or completely rebuild your financial foundation – to protect your present and future. Whether you are married or not, we provide a variety of choices to help you meet your financial objectives before you retire. Let us know what goals you want to achieve in the future. We have financial plans in place for both long and short-term advantages. With LegacyNFS, you can ensure that your loved one’s financial future is secure.

Retirees
Consultation

Get in touch with us

Schedule a Consultation

The professional team at LegacyNFS is eagerly waiting to discuss your financial opportunities with you. Call or text us today at 979-201-5808 to make an appointment!

Request a Consultation