Life Goals

Through hard work, sacrifice and planning, you’ve gathered tangible resources that represent your life’s work. Now it’s time to help secure your Legacy. Let us help you strategically put together a plan designed to create a reliable income stream into and through retirement, which will help you be able to live the type of life you desire and spend time with those you love.

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Keep it in the family: succession planning for franchise owners

How a clear succession plan helps ensure generational continuity.
Business Ownership

Managing cash, the essential fuel of your business

Learn more about how to strike the right balance with your business’s cash management.
Business Ownership

Don't let a natural disaster derail your business

Protect what you built with the right policy and a contingency plan.
Business Ownership

Year-end tax tips for businesses

Help improve your bottom line with these tax mitigation strategies.
Business Ownership

Mentoring: The 15-Minute Game Changer

Despite the small investment of time, mentoring reaps big rewards for both parties involved.
Business Ownership

Amortizing Loan Calculator

Enter your desired payment - and let us calculate your loan amoun...
Loans

Cash Flow Calculator

Having adequate cash flow is essential to keep your business runn...
Personal Finance

Your Marginal Tax Rate

Knowing your income tax rate can help you calculate your tax liab...
Tax Planning

Self-Employment Tax Rate

Use this calculator to estimate your self-employment taxes. Norm...
Tax Planning

The future at your fingertips

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Legacy Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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