This website is a publication of Legacy & Wealth Financial Advisors.  Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website/publication does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. The content of this website is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation

Legacy & Wealth Financial Advisors is registered as an investment advisor with the state of California and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Address: 300 Spectrum Center Dr. Suite 400 Irvine, CA 92618. Phone: (949) 529-1655. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Members of the firm, who are licensed insurance agents, may recommend the purchase of insurance-related products and may receive additional compensation for such transactions.