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.
Helpful Content
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Building Your Legacy
A four-step framework for building a personal legacy.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?