Legacy Financial Solutions, Inc. - Registered Investment Advisor

Description

• Legacy Financial Solutions, Inc. is an advanced team of Tax and Investment Professionals, educating business owners, medical doctors, pharmacists, anesthesiologists, dentists & other high income executives and sales professionals on tax efficient wealth building, distribution and preservation strategies.With high income professionals under assault by the regulators and taxing authorities, our mission can best be described as follows:- We believe in challenging conventional wisdom in wealth accumulation and, more importantly wealth distribution strategies.- We believe in challenging the thinking of the politicians and their strategies for taxing wealth in this country.- We believe in having income taxed one time, and all future fruits of that money should never be taxed again.- We believe in creating and utilizing proven wealth accumulation and distribution strategies, where cash flow generated from these strategies can by law be exempt from federal, state and local income taxes.- How we do this is by utilizing the tax code in clear, unambiguous, uncontested ways.- How we do this is by using proven, tried and true simple strategies- How we do this is by using strategies and products (with sound companies) that are specifically designed to produce the maximum income tax free cash flow allowable by law; strategies and products that will provide substantial income tax free benefits to the families of our clients during their lifetime as well as in the event of their death.Legacy Financial Solutions was founded in 1990 by Stephen N. Mathieu, President and CEO. Both Mr. Mathieu and his business partner/wife Jean Mathieu (who joined the firm in 2005) have recently been named Five Star Wealth Managers by New Hampshire Magazine, as they've been rated highest in overall satisfaction by clients, peers and industry experts. The award puts them in a distinguished group of just 4% of all wealth managers in the state.
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  Headquarters:1361 Elm Street Suite 100, Manchester, New Hampshire, United States

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  Phone Number: +1 603-647-7166

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  Website: https://www.legacynh.com

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Legacy Financial Solutions, Inc. - Registered Investment Advisor

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• |  NAICS Code: 523930  |

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