Legacy Financial Group & Associates

7900 Davis Road North, Suite 2
Clay, NY 13041

Phone:

(315) 915-3243

Fax:

(315) 915-3244

E-mail:

Fichera.Lynette@principal.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

Planning for the future doesn't have to be hard.

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help.

It all starts with a conversation to get to know you and learn more about your goals:

Where are you today? I'll work to learn more about your current financial situation.

Where do you want to be tomorrow? Then we'll discuss ways to meet your goals.

How can you get there? Next, we put together a customized financial strategy based on your life and your needs.

Ready to get started? You tell me how you'd like to move forward. And I'll help you kick-start your plan. With regular reviews, we'll monitor progress and make adjustments along the way.

Let's Talk - Contact us today at (315) 915-3243.

Newsletters

Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators