Your life is complex. Your financial circumstances are too. Financial success does not happen accidentally or automatically. The key to security is financial planning. Financial planning is a comprehensive process, not just products and investments. Professional guidance can tie together all the aspects of your financial situation to achieve future well being, security, and success.
Our role is to help you identify and meet your goals whether you are in the accumulation, conservation, or distribution phase of your life. Our firm is uniquely qualified to assist you in obtaining your goals. We have the educational background and business experience to guide you in your financial life with the utmost integrity and character.
Our role is to help you identify and meet your goals whether you are in the accumulation, conservation, or distribution phase of your life. Our firm is uniquely qualified to assist you in obtaining your goals. We have the educational background and business experience to guide you in your financial life with the utmost integrity and character.
Services
Legacy Financial Services, Inc. provides investment and distribution strategies that can help you to create streams of income to last throughout your retirement. We encourage growth, and promote tax reduction that will benefit you for years to come. Our firm can help you create a legacy for your family.
Legacy Financial Services, Inc. was founded in 2003 by David W. Hinson. This company offers comprehensive financial planning and wealth management for individuals with significant assets and/or complex financial needs as well as serving the needs of small businesses and the small investor. We are a company committed to providing a lifetime of service to our clients.
CLTC remains fully operational. The safety and well-being of our CLTC community remain our top priority and we continue to monitor this evolving situation following the guidance of federal, state and local authorities. CLTC students are requested to check their accounts. You may also call our Customer Service at 877.771.2582 or email us at info@ltc-cltc.com for your registration concerns.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Reviews (1)
Sheri Mikkelsen
Nov 23, 2021
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I feel very confident in David Hinson as my financial planner. I have used his services for over 17 years. His professionalism and knowledge in finances and investing is second to none. I have recommended multiple friends and business associates to his firm over the years. He keeps me updated on my investment portfolio by explaining investments in an easy-to-understand way.
