Financial Planning Age Milestones

Scott Nelson, Financial Advisors at Legacy Financial Group, discusses financial planning considerations for certain age milestones as you approach retirement.

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Important Disclosure:

Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Advisor. Past performance is no guarantee of future returns. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Legacy Financial Group is not affiliated with Integrity Wealth. 

This blog contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this blog will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Legacy Financial Group, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Past performance is no guarantee of future results.