LFG Insurance Services Recognized by Insurance Journal!

Legacy Financial Group

Newsletter

Firm News:

LFG Insurance Services Recognized by Insurance Journal!

Dear Valued Clients and Partners,

I’m excited to share some incredible news with you!

LFG Insurance Services has been recognized by Insurance Journal as one of its 2024 Agents of the Year!

This honor reflects our team’s dedication to delivering thoughtful insurance solutions and a client-first approach.

At LFG, we believe insurance is more than just policies—it’s about helping you protect what matters most.

Whether it’s your business, your family, or your future, we’re here to support you with guidance tailored to your needs.

We are grateful for the trust and support of our clients, partners, and team members who make this possible.

Thank you for being part of our journey—we look forward to continuing to serve you!

If you're not yet working with Legacy Financial Group & LFG Insurance Services, let's schedule an introductory meeting

Email Us!

Legacy Financial Group Resources

Explore our latest perspectives and ideas, offering guidance on navigating life’s important financial decisions. With practical tips and thoughtful insights, our resources are here to support you through every step of your financial journey. Click below to read articles, watch videos, and discover approaches to help you make well-informed choices for the future.

Chad Terry, CEO

If you have changed jobs in the past, you may have old 401(k) accounts you’ve forgotten about.

The U.S. Department of Labor has launched a Lost and Found Database to help individuals locate these lost retirement funds and recover what’s rightfully theirs.

This is a game-changer for anyone who wants to consolidate their retirement savings and ensure they’re on track for a secure future.

But here’s the catch: Be cautious.

With any new tool, bad actors and scammers may try to take advantage.

Always verify the legitimacy of any communication related to your retirement accounts.

As your trusted advisor, we're here to help you navigate this process safely and effectively.

Just reach out.

“Financial planning is about more than just money - it’s about understanding what matters most to my clients and helping them achieve it. I’m here to guide them every step of the way.”

- Rachel Wood

Advisor Intel: Rachel Wood – Building Legacies Through Purposeful Planning:

With a focus on estate planning, retirement strategies, and philanthropic planning, Rachel empowers families to align their financial goals with their deepest values, ensuring their wealth reflects their unique stories and aspirations.

Her approach is rooted in empathy, education, and collaboration, ensuring that every financial plan reflects the individual aspirations of her clients.

Rachel’s journey into financial planning began with a passion for helping others achieve financial independence.

Know anyone who could benefit from LFG's financial guidance?

Reach out to your advisor and let them know!

This newsletter 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 newsletter 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

Legacy Financial Group | 6000 Grand Ave, Suite B | Des Moines, IA 50312 US

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