To provide long-term confidence for yourself or your family, you must have a plan for success. Dakota Legacy offers comprehensive strategies utilizing a wide spectrum of financial services to help you pursue your goals through all phases of life.
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Dakota Legacy Financial focuses on long-term planning and investment discipline to assist clients in achieving short- and long-term goals. Whether you're just getting started or looking for strategies to help preserve your assets, Dakota Legacy can formulate a plan tailored to you.
Contact us today for a free consultation.
At Dakota Legacy, each plan is developed with your personal aspirations and concerns in mind.
No matter where you are on your financial journey, we will do our best to help instill confidence in your financial future.
Accumulation is often the focus of your financial journey. At Dakota Legacy, we work with clients of all ages in the process of accumulating wealth for whatever purpose. We can provide ideas and strategies to help you meet your goals.
The distribution phase is often the most important of your financial journey. Many questions arise when considering how your accumulated wealth can provide for you during retirement. At Dakota Legacy, we help you consider all aspects of the distribution phase to provide a strategy which addresses all your needs and concerns.
There are few certainties in life. At Dakota Legacy, we want to make sure you are prepared should something unfortunate happen. No matter your needs, knowing your loved ones will be taken care of can be a very comforting feeling. Let us help you get there.
Whether you are retired, working toward retirement or just getting started – Dakota Legacy Financial can assist in creating, implementing and managing all aspects of your plan. We understand each investor has a unique situation and we work to tailor a plan to meet whatever goals you may have in life.
Rising education costs require more planning than ever before. Dakota Legacy Financial can help you form a plan to help prepare for one of life’s biggest investments. We stress the importance of starting early as ‘time’ is often one of the most important factors when saving to meet your goals.
We do not prepare tax returns but can provide ideas to reduce your federal tax liability. At Dakota Legacy Financial, we understand each transaction that takes place in a person’s life could have tax implications. It is important to consider how transactions that take place today can affect taxes as well as how you may be affected in the future. Traditional IRA’s, Roth IRA’s, annuities, Social Security, Life Insurance will all affect you differently. We do our best to educate you.