Legacy First Financial Group, LLC

InsuranceNorth Carolina, United States2-10 Employees

James “Rick” McClanahan has 20+ years of experience in investment and insurance planning with Legacy First Financial Group LLC in Charlotte, North Carolina. Rick and the team of advisors meet constantly and work closely with each other to create the perfect solution for each client that comes into their office.  This ensures that each client receives the best possible solution that fits their specific needs every time. The philosophy is that every client is different and should be treated as such. More importantly, a good advisor must find out exactly what each client needs and then do the homework to find the solution. Too often advisors try to force clients into certain products or canned solutions just to make a sale. This results in an unsatisfied client with a happy broker.

To avoid this situation, they offer this advice:

"Never buy anything on the first meeting. Never allow an advisor to pressure you into doing something you simply do not feel comfortable doing or do not completely understand. And never fall victim to the scare tactics that are commonly used. If your needs or concerns have been expressed clearly, and your advisor is any good at all, the solution should be obvious and no pressure will be necessary. Finally, always remember that it is your future you are discussing, not your advisors (Even though at times, it may not seem that way). Make sure the intent and focus is only on helping you achieve your goals and dreams, and as a referee would say before the bell rings - protect yourself at all times!"

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