Welcome to Legacy Financial Partners
Your Independent Financial Advisors in New Mexico
Legacy Financial Partners provides a variety of services specifically for businesses, including SIMPLE IRAs, 401(k), 403(b), retirement plan reviews, employee benefit programs, insurance protection & more…
No matter how large or small the sum, and whether you have experience investing or not, we can help you understand and make use of the financial tools available to you. We have found that well-informed, educated…
How Legacy Financial Partners Can Help You
Few responsibilities in life are more fundamental to one’s well-being than managing money for the future. Many find comfort in having access to professionals who not only possess extensive knowledge, but also care deeply about their clients.
Since 2001, Legacy Financial Partners has been dedicated to helping businesses and families create and conserve wealth in preparation for worry-free and dignified retirements. Our innovative and pioneering approach covers all aspects of financial management, including:
- Investment Plans and Management
- Risk Mitigation
- Life and Long-Term Care Insurance
- Alternative Investments
- Tax Management
- Estate Planning
You will not find a group of financial professionals who will care more about you and your family, or who will be more deeply committed to the realization of your financial goals. At Legacy Financial Partners, you can be sure that we will treat your hard-earned money as carefully as we do our own, as this is how we would want others to treat us in our own business dealings.
Legacy Financial Partners is a full-service financial planning team located in Alamogordo, NM. Our focus is helping businesses, individuals, and families to clarify their financial needs, goals, and desires, and to manage the risks associated with saving, investing, and managing money.