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Take control of your financial future.

We can help you plan for retirement to fully live out the best years of your life.

Get a complimentary no-obligation copy of Retirement Roadblocks:
A 20-page guide to overcoming the 7 financial risks in retirement.

 OUR SERVICES

Your Financial Freedom Starts Here

Legacy Financial Group, LLC is your one-stop solution for retirement and financial planning. With powerful strategies and years of experience, we help you make sure your finances are secure for the future.

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Retirement
Strategies
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Social Security
Exploration
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Legacy Planning
Concepts
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Long-Term Care
Insurance
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Medicare Supplement
Insurance
Contact us today to learn how we can help!

ABOUT US

Welcome to Legacy
Financial Group, LLC

At Legacy Financial Group, LLC we focus on tailoring our financial strategies to not only fit your current situation, but also help provide a foundation for the future. No matter where you are in your financial journey, we endeavor to help take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Our staff consists of experienced professionals with a hands on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.

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 WHY CHOOSE LEGACY FINANCIAL GROUP, LLC

A Team Designed With Excellence In Mind

Independent

As an independently owned and operated business we having access to a wide variety of carriers and products through strategic relationships. We offer guidance that's agile, creative and uniquely tailored to your financial goals.

Comprehensive

Our personalized guidance is not limited to investing. We also provide complete personal financial strategies to help you and your family make smart overall decisions with your money.

Responsive

Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.

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Contact us today to learn more about our services and how we can help you!

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CONTACT US

Jerod Andersen

Cell: 801-201-9711

Email: jerod@thelegacyfg.com

 

Kyle Zoellner

Cell: 435-602-9576

Email: kyle@thelgacyfg.com

OUR LOCATIONS

2469 E. Fort Union Blvd.
Suite 200
Cottonwood Heights, UT 84121

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555 Bluff Street

Suite 300

St. George, UT 84770

CHECK US OUT
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities offered through Parkland Securities, LLC, Member FINRA/SIPC. Legacy Financial Group, LLC, is independent of Parkland Securities, LLC.

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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