Broker Check

Toledo Office

3454 Oak Alley Court

Suite 108
Toledo, OH 43606

Services

What can Legacy Financial Partners do for you?

Here are some of the service we offer clients.

We’re here to help. Let us show you what we can do. With more than 39 years of combined experience and industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning.

Our products may help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.*

*Income protection is typically in the form of annuity guarantees which are subject to the claims paying ability and financial strength of the insurance company. Additional expenses may be incurred for these types of benefits.

We can help you execute a retirement plan utilizing the following products and services:

  • 401(k) Rollovers
  • 529 College Savings Plans
  • Business Succession Planning
  • Financial Planning
  • Investment Management
  • IRAs
  • IRA Rollovers
Learn more
  • Legacy Planning
  • Life Insurance
  • Long-Term Care
  • Medicare Supplements
  • Retirement Income Planning
  • Social Security Maximization
  • Tax-Efficient Strategies for Individuals
Learn more
<strong>Don&#8217;t see what you&#8217;re looking for?&#160;</strong>

Don’t see what you’re looking for? 

Give us a call at 419.260.3285.

We have experience working with all kinds of retirement products, and chances are we can help you, too!

 There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.

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