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Strategies for Financial Independence

It is important to feel you have control over your future. At Legacy Wealth Partners, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no obligation introductory meeting! Call us at (225) 246-2597 or connect with us online at by filling out the form below!

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By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

We cannot assist you if you live in a state where we are not licensed.

 


Contact Us

For more information or to schedule an appointment with us, simply contact us today!


Phone: (225) 246-2597
Fax: (225) 302-7730

Visit our office at
4600 Sherwood Commons Blvd. Suite 201
Baton Rouge, LA 70816

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. Level Four Advisory Services, LLC and Level Four Wealth Management are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of AL, LA, MS and TX.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income. Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax, legal, fiduciary or investment advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income.  Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.