Legacy Financial Group

Newsletter
 

Your Story, Your Journey, Your Legacy

As we look back at the last few years, we are deeply grateful for the opportunity to work alongside you. It has been a privilege to help you shape and preserve your legacy. Your trust in us is the foundation of our success, and we’re truly honored to be part of your story.


We also want to sincerely thank you for your referrals. Because of your support, we had the privilege of welcoming nearly 70 new households last year—a milestone that fills us with excitement for the future.



Thank you for allowing us to be part of your journey. We remain committed to serving you with excellence every step of the way.


With heartfelt gratitude, Chad Terry, CEO
 

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.

Resources At Your Fingertips

Subscribe to our Youtube Channel

This year, we’re excited to bring you more educational videos designed to inform and empower you—stay tuned and don’t miss a single update!

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.

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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