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Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurancebe representative of the experience of other customers and not indicative of future results.Content should offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor

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Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team

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is a Dallas-based company that offers comprehensive financial planning and investment services to a select group of individuals dedicated to helping our customers build, protect, and transfer their wealth in the most effective way possible. If

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