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Our Services

At Dakota Legacy Financial, we provide assistance in the following areas:

Investments

  • Mutual Fund
  • Stocks
  • Bond
  • 529 College Savings Plans
  • Fixed Annuities
  • Variable Annuities
  • Indexed Annuities
  • Real Estate Investment Trusts(REIT’s)
  • Business Development Corporations(BDC’s)
  • Government Securities

Retirement Plans

  • Traditional IRA’s
  • ROTH IRA’s
  • SIMPLE IRA’s
  • SEP IRA’s
  • 401(k)’s
  • 403(B)’s
  • Profit Sharing Plans

Insurance

  • Term Life
  • Universal Life
  • Variable Universal Life
  • Whole Life
  • Long Term Care