| Advisor Profile |
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| Name: |
Frank S Dunaway III |
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Business Description |
LEGACY ADVISORY SERVICES helps their clients through a Planning Process to indentify & prioritize their Goals and Objectives; with a clarity of ones desired results, they are able to assist in the maximizing the clients retirement income, minimizing their taxes and optimizing the family wealth transfer to the next generation. All of this is done with a close eye on the Safety and Security of the client's underlying Assets.
ESTATE PLANNING: Estimate estate taxes, CRT vs. CGA Calculations, Wealth Replacement Trusts.
RETIREMENT PLANNING: IRA vs. ROTH Analysis, Risk Tolerance Evaluation, and Product Alternative analysis.
BUSINESS PLANNING: Business Valuation, Buy-Sell Agreements & Funding Alternatives, Key Employee Analysis, and Supplemental Executive Retirement Plans. |
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| Prepared By: |
Frank S Dunaway III |
Frequently Asked Questions |
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Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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We maintain our status as an Independent Broker |
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What services do you provide? What are your specialties? |
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We approach our services from a Planning Process, this is not a product driven service. |
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What is your experience? How many clients do you currently manage? |
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Do you provide a free initial consultation? |
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Yes, our initial consultation is free, and only after a thorough review and analysis do we make any recommendations. |
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What are your qualifications? |
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I completed my CLU Designation in 1984, and have 33+ years of experience in the Financial Services Area. |
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