Legacy Oak Financial

Legacy Oak FinancialLegacy Oak FinancialLegacy Oak Financial

Legacy Oak Financial

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Account Types

Advisory or Separate Managed Accounts: fee is collected quarterly or monthly as a percentage of account value. We have a wide variety of institutional money managers available. Minimum advisory account balances start at $10,000.

Traditional Brokerage: Transaction fee account; fee(s) charged can vary with each transaction and the investment purchased.

Investments

Retirement Planning

Retirement Planning

  • Equities
  • Mutual Funds
  • ETFs
  • UITs

Retirement Planning

Retirement Planning

Retirement Planning

Individual:

  • IRAs
  • Roth IRAs  

Business: 

  • 401k, 403, 457, SoloK
  • SEP, SIMPLE IRAs

Insurance

Retirement Planning

Fixed Income

 Term

Indexed Universal Life (IUL)

Guaranteed Universal Life (GUL)

Universal Life (UL)

Variable Universal Life (VUL)

Whole Life

Fixed Income

Education Savings

Fixed Income

  • Government Bonds
  • Corporate Bonds
  • Municipal Bonds
  • Certificates of Deposit (CDs)

Education Savings

Education Savings

Education Savings

  •   529 Plans 

Annuities

Education Savings

Education Savings

  • Variable
  • Fixed
  • Immediate

 Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA https://www.finra.org/  and SIPC  https://www.sipc.org

Copyright © 2023 Legacy Oak Financial - All Rights Reserved.

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