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