The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 25 years we have been advising clients, primarily university employees, using our expertise in the area of pension planning and our comprehensive understanding of the myriad choices and changes that occur with employer benefit plans. Our commitment to maintaining the highest ethical standards in respecting our clients’ confidentiality has always been and will continue to be our practice, even on this Facebook venue. Third-party posts found on this profile do not reflect the views of LPL Financial and have not reviewed by LPL Financial as to the accuracy or completeness.
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