Dedicated to helping our clients achieve their financial goals through personal service and independent guidance
401(k) ROLLOVERS - Legacy can show you the benefits of rolling over your old 401(k)s to an IRA that you control.
FEE BASED INVESTMENT ADVICE - Legacy offers fee based investment advice with independent portfolio construction, asset allocation guidance and monitoring.
RETIREMENT PLANNING - Whether you are drawing income from your investments or trying to figure out how much to save for retirement, Legacy can help you organize your retirement planning goals.
STRETCH IRA - Minimize the income tax burden on your family by doing IRA planning now. Legacy can show you how the Stretch IRA may reduce taxes for you and your family.
ESTATE PLANNING - Legacy can help you plan to leave your hard earned savings to your loved ones, not the government.
INVESTMENT REVIEW - We are happy to provide a no cost, no obligation review to see if we can help.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Apps that help small business owners better manage and grow their business.
Gaining a better understanding of municipal bonds makes more sense than ever.
Is your estate in order? This short quiz may help you assess your overall strategy.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Are you ready for retirement? Here are five words you should consider.
Make your retirement as exciting as your next vacation.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?