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Your choice for Financial Services

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Cannon and Penny Paff

808-551-0133

cannonpaff@gmail.com

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Jordan and Keturah Paff

808-729-6455

 j.paff@iamswm.com

Texas Office

3225 Turtle Creek Blvd. Ste 1648

Dallas, Texas 75219

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Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Hawaii Office

590 Farrington Highway 524-150

Kapolei, HI 96707

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Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Understanding Today's Financial Environment

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We are all faced with the following questions:

 

  • Is there a chance that I might outlive my retirement savings?

  • Can I exempt assets from collection by the government or nursing home if I become ill?

  • Why can financial safety be an important tool today?   

  • Could I avoid or reduce income taxes on my retirement accounts and social security income?

  • What is the economic impact of losing my spouse?

  • What are ways to leave a legacy to my family? 

 

Legacy Capital Assurance LLC is focused on assisting clients with their financial goals and objectives to help maintain their highest quality lifestyle. We believe that with good information, good people can make good decisions.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

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Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

1901 Central Dr. #800

Bedford, Texas 76021

    • Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Legacy Capital Assurance, LLC are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Insurance is sold through the independently licensed agents. Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. Investments involve risk and are not guaranteed. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Jordan Paff is an Investment Advisor Representative with IAMS Wealth Management. Any references to protection benefits or steady and reliable income streams on this website generally refer to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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