Think you've got a good grasp of how Social Security works?  How's your understanding of investing?  Test your financial know-how with one of our Financial Quizzes below then hop over to the Resource Page for a more thorough explanation.   

Investing


Life Insurance


Long Term Care


Medicare Quiz


Social Security


Legacy Financial Planning has three locations throughout CT and Western NY.  Get helpful information on finding the office nearest you, or write to us in confidence through our website’s secure contact page.