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.
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Learn all about Medicare basics in this informative and insightful article.
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Second marriages are a trigger event to revisit any existing estate strategies.
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How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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White Elephant Inheritance
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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See how long your current savings might last if a disability interrupted your income.
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Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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Calculate the dividend yield of a holding and see what that means for income over time.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.