By the Numbers || April 2025

Legacy Updates

SAVE THE DATE

Save the Date for the 13th Annual Client Appreciation Day at the Races

Churchill Downs Turf Club

June 19, 2025

5:00 p.m.

Wear your favorite hat or fascinator for the (optional)

Hat Competition

Prize details to follow.

We will proudly sponsor the 5th race of the evening, the Legacy Financial Classic.

RSVP by calling Allison Walker, using the QR code, or via this link.

Send Legacy A Copy of Your Tax Returns

This allows us to collaborate with you and your accountant to optimize your tax strategy.

Time to Think About Financial Spring Cleaning and

Scheduling Your Annual Legacy Appointment

Articles in the resources section have more information about how important it is to check in on your financial plan every year.

Market Insights

MARKET VALUATION

What we know: By the first week in April, the market was down nearly 15% for the year and 20% from its high in February.

What we think: The recent drop has created an oversold condition in the market, which should limit any substantial decline in the near-term.

Resources

SIX WAYS TO SPRING CLEAN YOUR FINANCES

This financial spring cleaning checklist will help you put your best financial foot forward.

Know your numbers
Eliminate waste
Pay down debt
Prioritize savings
Establish a budget or track your cash flow
Partner up with your advisor to spring clean your finances

Your Legacy advisor is here to help with financial planning and support as you work through this checklist. Reach out today to schedule an annual review with your advisor and learn more about the checklist at the link below.

Read Full Article

13 IMPORTANT DETAILS TO REVIEW WITH YOUR FINANCIAL ADVISOR AT YOUR ANNUAL CHECK-IN

Regularly meeting with your financial advisor will help you optimize your finances and stay on track with your long-term goals. To get the most out of your annual appointment, Forbes Finance Council recommends you review information like cash flow, life changes, and your current objectives. Learn more about what to review with your advisor at the link below.

Your Legacy advisor is here to work with you to demystify the process and ensure your financial plan is working hard for you.

Read Full Article

Here's How We Help You

You don't have to tackle financial spring cleaning alone! Your team of advisors is here to help evaluate your financial plan at your annual appointment.

If you're not already scheduled for this year, call Allison Walker at (502) 873-0521 to get an appointment with your advisor.

Q1 Newsletter

By the Numbers - March 2025

Visit the Legacy Financial Website

Call us at (502) 873-0521

Bruce McCrea - (502) 873-0522 or bmccrea@legacyfia.com

Bryan McCrea - (502) 873-0523 or mccreabs@legacyfia.com

Chris McCrea, CFP® - (502) 873-0524 or cmccrea@legacyfia.com

TC Falkner, CFP® - (502) 873-0526 or tcfalkner@legacyfia.com

Sheree Bollinger - (502) 873-0527 or sbollinger@legacyfia.com

Providing Peace of Mind for Your Financial Future

This material is confidential and has been prepared solely for the information of the intended recipient and may not be reproduced, distributed, or used for any other purpose or shared with anyone in any form or format. This has been prepared for you by Legacy Financial Independent Advisors, LLC (“Legacy”), an SEC registered investment advisor. The report contains information from third parties that Legacy believes to be accurate but has not independently verified, and the views expressed by these third parties do not necessarily reflect those of Legacy. Reference to registration with the Securities and Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services described on the report or that the Firm has attained a level of skill or training. The targets herein reflect analysis regarding potential outcomes, are presented solely for informational purposes and are not guarantees of future performance. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Before investing, consider your investment objectives and Legacy charges and expenses. Legacy advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this presentation constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Legacy is not registered. ADV Part 2. Form CRS.