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Qualified Plan Consulting
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Strategies for Owner-Operated Businesses, their Families, and Employees
At Legacy Asset Management, we realize that retirement accounts are for most people their most significant financial asset. Many employers offer retirement benefits in the form of 401(k)s or related accounts to help themselves and their employees accumulate the needed funds for their post-working years. When optimized, these plans are of benefit to both owner-operated businesses thru tax deductions and tax-deferred savings but also as a recruitment and retention tool. A well-structured retirement plan can have very positive effects on a business as employees take pride in the fact that their firms have implemented a program to provide for their financial future.
Legacy Asset Management, Inc.
Located at:
212 N. Buxton St.
Indianola, IA 50125
Phone:#(515) 961-2808
Legacy Asset Management Inc is an independent Registered Investment Advisory firm that provides objective, fee-based, portfolio management consulting, financial planning, and retirement plan consulting for individuals and corporate accounts. Our professional staff, with credentials in finance, investments, and planning is committed to evaluating and implementing the best solutions for our clients investment needs.
Legacy Asset Management Inc is an independent Registered Investment Advisory firm that provides objective, fee-based, portfolio management consulting, financial planning, and retirement plan consulting for individuals and corporate accounts. Our professional staff, with credentials in finance, investments, and planning is committed to evaluating and implementing the best solutions for our clients investment needs.