 | Robert W. Smith
President |
Robert is the President & CEO for Legacy Tax Advisors, Inc. He earned a Masters in Business Administration with a concentration in Finance and Risk Management in 1975. He started his career with Deere & Company that same year in the Planning Department for the Financial Services Division. He worked for Deere for 29 years with his last position as Manager, Financial Software with John Deere Information Systems. He then took early retirement and formed Legacy Tax Advisors, Inc. to help other seniors with their retirement needs.
Legacy Tax Advisors specializes in tax savings strategies, risk free retirement planning and the preparation of income tax returns. Areas of expertise include Income Tax Reduction, Pension and Retirement Plans, Estate Planning and Preservation, CD and Money Market Accounts, Annuities, IRA and 401K Rollovers, Life Insurance and Long Term Care Insurance. Legacy Tax Advisors is associated with Freedom Tax Advisors which has over 200 locations nationwide and has been in business for over 22 years.
Legacy Tax Advisors is proud to be a member of the National Ethics Bureau, the Better Business Bureau and the Chamber of Commerce.
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OUR SERVICES
- Tax Reduction Planning
- Income Tax Preparation
- Pension & Retirement Plans
- Estate Planning &
Preservation
- Annuities
- Life Insurance
- Long Term Care
- 401k & IRA Rollovers
OUR GOAL IS YOUR SUCCESS
Guided by your investment objectives - not obligated to any single investment - our representatives draw upon a full compliment of safe financial products to construct the most appropriate portfolio for your needs. Come to our seminars to find out what we can do for you.
HELPFUL LINKS
www.irs.gov
www.bankrate.com
www.ethicscheck.com
www.finra.com |
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