Free Information

Legacy Planning Services offers free reports and articles on a wide variety of financial topics. We believe that a well informed customer is our best customer.  Click a link below to view available reports in PDF format (you’ll need Adobe Acrobat Reader to view the reports – download Acrobat free at the Adobe website).  Simply click on the title you wish to view the printable document.

• Reverse Mortgages - Myths and Reality
  

• Long Term Healthcare Summary
  

• Cash First Long Term Healthcare Insurance
  

• Estate Planning
  

• Small Business Retirement Planning
  

• U.S. Market Recovery After Financial Crisis
  

• Individual Retirement Planning
  

• 401K's, IRA's, 412e's
  

• Low Cost Life Insurance
  

• Annuities
  

• Business Insurance
  

• Pension Planning
  

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