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
Surprises
Making the most of surprises is a great reason to work with us.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Teaching Kids About Money Early: Financial Habits That Stick
Everyday conversations and simple habits can help kids build lasting financial skills from an early age.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estate Strategies to Grow Wealth for Generations
Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
When Markets React
When markets shift, experienced investors stick to their strategy.
Emerging Market Opportunities
What are your options for investing in emerging markets?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?