The son of a Western Pennsylvania coal miner and truck driver, Mr. Smith understands the financial difficulties families face. He also understands how hard families have to work in order to accumulate wealth. For that reason, Mr. Smith takes an active role when dealing with his client’s financial futures.
Having been involved with athletics his entire life, from playing little league baseball to his MLB tryout to playing high school and college football as a QB, Mr. Smith thrives in competitive environments. Mr. Smith has a firm grasp on making critical decisions at crucial times. No matter your financial situation, you will be required to make those critical decisions as well. The financial decisions you make today will have a major impact on how you live your life after your working days are done.
With a team of professionals that includes CPA’s, JD’s, and Estate Planning Attorneys, Legacy Financial Group, Inc. will position you financially to make the most out of your accumulated wealth. With most companies doing away with retirement plans, it’s vital that you make the most of your income while working.
With over 20 years in the financial services industry, Mr. Smith has the knowledge and experience to help you and your family preserve the wealth you have worked so hard to accumulate.
Mr. Smith and Legacy Financial Group, Inc. specialize in conservative approaches to make certain that your assets are protected when volatile markets arrive. With all of life’s uncertainties in today's political and market environment, let Legacy Financial Group, Inc. put some piece of mind into your portfolio.
Mr. Smith will use his extensive experience in reviewing your portfolio and will clearly explain where you may be vulnerable in any given market situation.
After building a thriving practice in Western PA over the past 20 years, Mr. Smith is now looking to be closer to family and expand his practice to the Greater Tampa Bay area. As a member of The Greater Riverview Chamber of Commerce and the Sun City Chamber of Commerce, Mr. Smith and Legacy Financial Group, Inc. are excited to offer his extensive experience to a new audience.
Thanks for taking the time to learn more about our agency and please feel free to contact us any time about anything.
PO Box 1719
Riverview, FL 33568
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