Legacy Wealth Strategies LLC

Legacy Wealth Strategies LLC Legacy Wealth Strategies is a company designed to help grow and protect your earned and unearned income. PAS is a wholly-owned subsidiary of Guardian. S.

We have a team with specialists in estate planning, financial planning, and investment planning. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Lifetime Financial Growth is not

an affiliate or subsidiary of PAS or Guardian. Lifetime Financial Growth is not registered in any state or with the U. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License 0H46340

This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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 #1 in Pennsylvania!We’re proud to celebrate Brian Smith on being named  #1 on the 2026 Forbes Best-in-State Financial S...
07/14/2026

#1 in Pennsylvania!
We’re proud to celebrate Brian Smith on being named #1 on the 2026 Forbes Best-in-State Financial Security Professionals list for Pennsylvania!
Brian was also recognized as #16 on the Forbes Top Financial Security Professionals list nationwide.
We’re grateful to work alongside trusted professionals like Brian who continue to set the standard in our industry. Congratulations on this incredible and well-deserved recognition, Brian! 👏



https://www.forbes.com/lists/best-in-state-financial-security-professionals/
https://www.forbes.com/lists/top-financial-security-professionals/

Business owners weighing an exit should compare ESOPs and private equity beyond purchase price. ESOPs may offer tax adva...
07/13/2026

Business owners weighing an exit should compare ESOPs and private equity beyond purchase price. ESOPs may offer tax advantages, preserve control and culture, and strengthen employee ownership, while PE often prioritizes growth and liquidity

Legacy Wealth Strategies, LLC offers advanced financial planning for business owners and accomplished professionals in Columbus, OH — coordinated wealth strategy, business succession, and retirement planning.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
07/13/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
07/12/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Secrets of the Temple:  How the Federal Reserve works.
07/10/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Confidently plan for your child’s future with special needs financial tools and government benefits.
07/08/2026

Confidently plan for your child’s future with special needs financial tools and government benefits.

Financial planning tips, including ABLE accounts and special needs trusts, for parents of children with special needs.

Summer is traditionally a time for stepping back, cooling off, and slowing down. But while you’re enjoying the longer da...
07/07/2026

Summer is traditionally a time for stepping back, cooling off, and slowing down. But while you’re enjoying the longer days, is your wealth strategy on autopilot?

Legacy Wealth Strategies, LLC offers advanced financial planning for business owners and accomplished professionals in Columbus, OH — coordinated wealth strategy, business succession, and retirement planning.

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership...
07/06/2026

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

How to factor a home purchase into your long-term financial strategy.

Fallen trees damage property and strain neighborly relations.  Who pays when your tree falls?
07/05/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

250 years of independence. A milestone worth celebrating together.Wishing you a safe and happy Fourth of July filled wit...
07/04/2026

250 years of independence. A milestone worth celebrating together.

Wishing you a safe and happy Fourth of July filled with family, friends, and community.

Happy Independence Day from all of us at Legacy Wealth Strategies. 🇺🇸

Address

8425 Pulsar Place STE 450
Columbus, OH
43240

Telephone

+16148324994

Website

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