401K-ADVICE-CENTER.COM

Your Team

Legacy Wealth Advisors, Inc. (Legacy) was organized as a Registered Investment Advisor in January 2000. The firm advises individuals, pension plans, businesses, trusts, estates, and charitable organizations in financial matters, for a fee. The following provides information on those professionals who advise Legacy's clients within their respective areas of professional competency:

Danny J. Frazell, EA, CFP®
Mr. Frazell is a Certified Financial Planner™ professional and an Enrolled Agent, licensed to represent clients before the Internal Revenue Service. Mr. Frazell is founder and president of Legacy Wealth Advisors, Inc., a Registered Investment Advisory firm of Certified Financial Planner™ (CFP®) professionals. Legacy serves individual clients, trust, estates, and corporate clients, Legacy's advisors provide Wealth Management services as well as traditional advisory services including investment advice, comprehensive financial planning, estate planning, employee benefit programs, elder care counseling, social security disability, trust planning, and college education funding.

Dennis D. Holzwarth, CPA, CFP®
Mr. Holzwarth is a Certified Financial Planner TM and a Certified Public Accountant, with Legacy Wealth Advisors, Inc. Mr. Holzwarth also provides individual financial advice including comprehensive financial planning, portfolio investment policy, estate planning, employee benefit programs, elder care counseling, social security disability, trust planning, college education funding, workplace financial education and business planning. He also works with small and mid-sized companies implementing and consulting on their qualified retirement plans and executive compensation.

Janet Shafer Boyanton, JD - Elder Law
Ms. Boyanton is an independent elder law attorney. She received her B.A. degree from Austin College, her M.B.A. degree from Amber University and her J.D. degree from Texas Wesleyan University School of Law. Ms. Boyanton is a member of the State Bar of Texas, the Dallas Bar Association, the Best Southwest Bar Association, The College of the State Bar of Texas, the National Academy of Elder Law Attorneys and the Texas Chapter of the National Academy of Elder Law Attorneys. She has done numerous presentations and was co-author of "Texas Elder Law and Texas Probate, Beyond the Basics". Ms. Boyanton is also active in community service. Janet provides advise on those legal issues affecting the elderly. -Not certified by the State Board of Legal Specialization-.

Sol S. Reifer, JD, ,LL.M - Estate Planning, A.E.P.
Mr Reifer is an attorney with the law firm of HANCE, SCARBOROUGH, WRIGHT, Ginsberg, Brusilow, LLP. Mr Reifer practices in the areas of Estate Planning, Probate Administration, and General Business Practice. Mr. Reifer received his Bachelors of Arts Degree, with honors, from the University of Texas in 1974. In 1980, he earned his Law Degree from Southwestern University School of Law in Los Angeles, California after attending SMU Law School. He earned his Master of Laws in Estate Planning in 1982 from the University of Miami in Miami , Florida. Mr. Reifer has been admitted to the U.S. Tax Court. He has served as an Adjunct Professor in Estate Planning at the Graduate School of Business of the University of Dallas, the Professional Development Institute at the University of North Texas, and the Southeastern Paralegal Institute. He also served as an Adjunct Professor at the Southeastern Paralegal Institute, the University of Dallas School of Business and the University of North Texas Professional Development Institute. In 1979, Mr. Reifer served as a Judicial Law Clerk for Judge Jack Swink in the Probate Court of Los Angeles. Mr. Reifer is an Accredited Estate Planner with the National Association of Estate Planners.-Not certified by the State Board of Legal Specialization-.

Pam Venné, LPC - Retirement Transition Coach
Pam Venné is a retirement transition coach, licensed professional counselor and proven management consultant. She draws upon more than 30 years of corporate experience, professional training and personal learning to provide valuable insights and guidance to clients during difficult transitions. Her ability to quickly establish credibility and comprehend challenges helps expedite the process and identifies new avenues for career success and satisfaction for managers to top executives from a wide range of professions and industries. Pam received her MA degree in counseling from Amberton University and bachelor’s degree from North Central College in Naperville, IL. She is a licensed professional counselor (LPC) in Texas.

Carl Seago - Property, Casualty, and Life Insurance
Carl Seago of Southwest Assurance Group, Inc. is a K & S Member and an independent insurance broker, serving clients in the DFW Metroplex for over 25 years.

Mac Duval, EA - Federal Taxation - Dallas Area
Mac Duval is a Federal and State Taxation professional with over 30 years of public practice. He is licensed to represent clients at all administrative levels of the Internal Revenue Service, and is a recognized expert in Federal and State tax maters, counseling small and mid-sized business owners.

Mike Anderson - Mortgage Consultant and Broker
Mike Anderson is president of Reliance Mortgage Co. Inc. In 1995 Mike was the recipient of the prestigious Entrepreneur of the Year award from INC Magazine. Mike teaches core and MCE approved courses in "Real Estate Finance", "Real Estate Investments", "Real Estate Math", and "Real Estate Marketing". Reliance Mortgage has relationships with over 300 funding sources that help them to assure clients the best possible rates and terms. With over 90 financing alternatives, they can also make investor, farm & ranch, vacation, construction, equity cash out, reverse mortgages, home improvement and other loans with the same ease and speed of the plain vanilla home loan.

Sean T. Hamada, JD - Business Transactions and Litigation
Sean Hamada is a California and Texas Licensed business attorney who has successfully represented individuals, corporations, and insurance carriers in various litigation and transactional matters since 1993. Sean received his undergraduate degree from the University of California at Berkley, and his law degree form Southern Methodist University. Sean has served as executive and general council for domestic and foreign venture partners, manufacturers and telecommunication technology companies. Sean resides in Dallas, TX. Not certified by the State Board of Legal Specialization.

Kent Calhoun - Independent insurance advisor specializing in Medicare and Long-term Care insurance.
Kent is an independent agent with over 17 years of experience in helping people understand and purchase insurance products. Kent is a Chartered Benefit Consultant and a Leading Producers Round Table member with The National Association of Health underwriters. He can help you make an educated decision on your insurance options. Insurance can be complicated and sometimes even a little confusing. Kent canl help you find the right coverage.

Mr. Jerry Cavalier- Long-term Care Insurance Specialist
Jerry Cavalier has focused exclusively on the Long Term Care planning industry for nearly twenty years. In his tenure he has worked closely with Financial Advisors, Estate Planners, CPAs, Senior Care Attorneys and Insurance Agents. His business concept is to present the need of Long Term Care insurance as a logical part of wealth preservation. Jerry has the experience, knowledge, and professionalism to serve the needs of clients "from the Board Room to the Living Room". Included in his services is an "Awareness" presentation designed by Mr. Cavalier and offered at no cost to community organizations and assisted living facilities. His primary objective is to find the best product to satisfy the client's need at a price they are comfortable with. Mr. Cavalier is a long time Dallas representative of the American Association for Long Term Insurance and he is listed among their top volume producers in Texas.