Thursday, December 31, 2009. IRA to Roth IRA Conversion Tax Laws to Change in 2010.

We are The Legacy Financial Group. Legacy is an independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. Team Our team of professionals. Financial Advisor for the King Burkholder Team.

Wealth Management and Estate Planning. We offer a variety of specialized services designed to meet your specific goals and needs. We hope to provide resources to help our clients achieve the financial fulfillment they desire. Highly effective, experienced, educated and client-oriented, they are also leaders in their communities, highly ethical, with strong values and commitment.

Swan, ChFC, CLU. Swan, ChFC, CLU. Business Protection and Your Family. Legacy Advisors works with the Business Strategies Group of Illinois, a division of AXA Advisors, LLC to help individuals and the owners of closly held businesses develop and implement tax efficient strategies to grow and protect their wealth. Why Hold Money Market Mutual Funds? Better Late Than Never.