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Everyday Cash Management
Wisely handling everyday finances can play an important role in achieving your goals, and we can help with that, too.
Investment Strategies*
Every investor is different. That is why we offer a variety of ways to invest with us. Your advisor will work with you to determine a suitable investment strategy for you.
Education Savings
We offer a variety of plans that help you save for your child’s education.
Insurance
Insurance can be an affordable way to protect your assets from the burden of unexpected circumstances.
Investments*
We believe a long-term, diversified* investment strategy is a much more solid way to invest. We offer a variety of investment products, including mutual funds and annuities.
*Diversification do not guarantee a profit or protect against a loss in a declining market.
Talk to an representative today about your retirement, investment, insurance and annuity planning. Your Legacy Builder Financial representative is ready to help by meeting with you one-on-one, face-to-face or via webinar.
Call us today 404.514.2232 or email us at tgraham@gwnsecurities.com to book an appointment.
StRATEGIES & SERVICES
At Legacy Builders Wealth Management, we provide strategies and services, that are custom fit to the needs of our clients. Our strategies and services range from Retirement, Investment, Insurance and Annuity planning.
Retirement
Whether you are an individual investor or a business owner with employees, Legacy Builders Wealth Managment has different retirement plans to choose from.