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How Legacy Facilitators Works

Legacy Facilitators specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. Legacy Facilitators offers personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Legacy Facilitators understands the many challenges of retirement today and knows the biggest concern for many is outliving their money. Legacy Facilitators focuses on money management, as well as other issues that are critical to your financial well being, and together, we can achieve more for your Legacy as we work together to obtain your goals.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Fixed Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. Stephen would welcome the opportunity to speak with you. | (406) 414-7975