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
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Balancing Family Giving and Retirement Planning
Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Saving for College 101
Here's a crash course on saving for college.