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
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Preserving the Value of Your Retirement Plan
Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Emerging Market Opportunities
What are your options for investing in emerging markets?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.