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
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Strategies to Defend Purchasing Power Across Generations
Keep your wealth working by preserving purchasing power over time.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
When Markets React
When markets shift, experienced investors stick to their strategy.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?