Granbury East, Texas

Legacy Financial Group

Find the Money Falling Through the Cracks

Legacy Financial Group

5310 Acton Hwy Ste. 101
Granbury, TX 76049
817-888-8861
Legacy Financial Group, Financial Services, Services, Granbury, Texas

Investors with good intentions toward setting their financial targets are, unfortunately, misled by some advisors who don’t take the time to explain how certain products and services can affect their long-term goals. That’s why Legacy Financial Group in Granbury, Texas, was launched—to ensure their clients have the knowledge they need so they can make sound decisions about their retirement years.

Legacy Financial Group is headed by founder and president Robby B. Welborn, an investment advisor representative registered with Horter Investment Management LLC. Robby brings extensive retirement planning and estate planning to the table, and he is surrounded by a team of professionals who are just as committed to fortifying their clients’ livelihoods.

After you schedule a meeting with a member of our team who specializes in finance, the process starts with a free, no-obligation "3 Step Review Process.” This session includes a thorough look at your current tax situation, an income analysis to determine if you’re using your assets adequately, and a risk analysis to pinpoint any troubling investment exposures. From there, a strategy is created to address your estate planning, long-term care concerns, and much more.

An educated client is a proactive client. Legacy Financial Group believes in this tenet so strongly, the advisory firm conducts regular, complementary workshops, dinner and lunch seminars, and learning sessions on a variety of topics, including annuities, mutual funds, and uncovering hidden tax and investment risks.

Legacy Financial Group offers a range of services from estate planning, income planning, investment planning, and tax planning to asset protection, life insurance, residential mortgages, and commercial real estate consultations.

Taking the guesswork out of financial planning is critical to preparing for the future. Legacy Financial Group will gladly collaborate with you on getting there. To schedule a free session today with the investment advisory team, call (817) 888-8861. Visit their website to learn more about securing your lifestyle. 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold separately through Legacy Financial Group. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Pershing Advisor Solutions, Jefferson National Life Insurance Company, Security Benefit Life Insurance Company and ED&F Man Capital Markets.

Announcements & Events from Legacy Financial Group
When Should You Start a College Fund for Your Children?, Granbury East, Texas
With the cost of a college education increasing every year, it is necessary for parents to start a college fund for their children as soon as possible to help them with the cost. The...read more
Financial Planning Tips for Millennials, Granbury East, Texas
You're never too young to start planning for your future. The specialists at Legacy Financial Group, a financial services company based in Granbury, TX, say that millennials sho...read more
5 Questions to Ask your Financial Planner About Retirement & Investing, Granbury East, Texas
It’s a question that keeps many people up at night: “Am I saving enough for retirement?” Getting the right answers tailored to your personal lifestyle and goals is where a profession...read more
Granbury’s Financial Planning Advisors Offer 4 Tips to Help You Save for Your Vacation, Granbury East, Texas
Traveling to a sunny, tropical getaway or a family vacation to an exciting amusement park doesn’t have to break your budget with a little preparation. The financial planning team at ...read more
Are You Ready for a Stock Market Crash? A Granbury, TX, Investment Planning Group Weighs In, Granbury East, Texas
On Monday, October 19th, 1987, the Dow Jones Industrial Average suffered its largest one-day drop in history, falling 22.6% before the closing bell. If the equivalent were to occur t...read more
When you make stock market investments, it can be nerve-wracking. Although the economy is fairing much better than it was several years ago, the road to recovery has been a slow one ...read more
In the wake of the financial crisis and subsequent recovery, many investors are rightfully cautious about which investments to choose. It can be difficult to know which way the marke...read more
With the recent market turmoil and economic instability, it is a crucial time to go through a risk evaluation with our 3 Step Review. The stock market and consumer confidence ma...read more
If you are fed up with watching your investments go up and down like a roller coaster and you are sick and tired of paying high taxes on income and especially your Social Security, t...read more
People have many partners in their financial life. Do you know that the 2 main partners in your life are most likely your broker & the IRS?Link to article:http://bit.ly/1LRf332read more
Questions not usually addressed by CPAs, attorney's financial planners and money managers. Link to article:http://bit.ly/1lEVQgaread more
With the vast amount of information out there on retirement and financial planning, finding reliable resources in a sea of big-name investment firms can be overwhelming. What sets&nb...read more
This is a detailed article describing our investment philosophy here at Legacy Financial Group. http://www.legacyfingroup.net/#!articles/lvz4rread more
Check out our fresh, brand new look!Visit the new site at www.LegacyFinGroup.net to learn more about our team and our services.   read more
It is possible that you have taken at least one road trip in your life. Whether this was with a parent, friends, or on your own, you most likely reached your destination by using a r...read more
Located in Granbury, TX, Legacy Financial Group assists people with their financial planning with the intent of making their retirement as easy, enjoyable, and affordable as possible...read more