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  • Legacy Financial Group
    411 Scotland St Williamsburg, VA 23185-3623 T: 757.220.9730 F: 866.326.9495 TF: 877.542.9346
    Map and Directions Map and Directions
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Spark Meaningful Family Conversations During the Holidays
11/18/2020
Find the right words to connect with loved ones and capture their stories.
Family & Life Events
3 Ways to Help Loved Ones During Uncertain Times
11/17/2020
Maximize your generosity in the current environment with these gifting strategies.
Estate & Giving // Family & Life Events
Read
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7 Tips for Financially and Emotionally Navigating a Divorce
11/5/2020
Find practical solutions to help you navigate your divorce before, during and after you file.
Family & Life Events // Lifestyle and Technology
Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events // Estate & Giving
Answering Four Common Questions About COVID-19 and 529 Plans
9/29/2020
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Family & Life Events
Read
Key Requirements for Aging in Place
9/8/2020
Remaining at your long-term residence as you age may be an attractive option – but it may also require making home modifications to accommodate your needs.
Family & Life Events
Read
Make Lasting Memories by Savoring Life's Simple Joys
8/31/2020
While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones.
Family & Life Events
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6 Hacks to Boost Your Productivity [INFOGRAPHIC]
8/31/2020
Streamline your day with these simple suggestions.
Family & Life Events // Lifestyle and Technology
When COVID-19 and the 2020-2021 School Year Collide
8/27/2020
Can the money in a 529 plan cover virtual learning costs? What if your student takes a gap year? Will you need to take action if the school issues a refund?
Family & Life Events
4 Ways to Create a Meaningful Family Legacy
8/24/2020
Legacy planning that goes beyond finances can help us live with intention.
Family & Life Events
Saving for K-12 Education with a 529 Plan
8/20/2020
Learn about using 529 plans for more than just college savings.
Family & Life Events
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Legacy Financial Group logoLegacy Financial Group logo
  • Legacy Financial Group: 411 Scotland St Williamsburg, VA 23185-3623
  • T: 757.220.9730
  • F: 866.326.9495
  • TF: 877.542.9346
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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