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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Estimate your potential federal capital gains tax liability on the sale of an asset.
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One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Probate can be a completely public process, or it can be managed to include as little information as possible.
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See how extra payments toward your student loans could shorten your payoff timeline.
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See how long your current savings might last if a disability interrupted your income.
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See how increasing your 401(k) contributions today could affect your balance at retirement.
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Calculate the dividend yield of a holding and see what that means for income over time.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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Savvy investors take the time to separate emotion from fact.
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Watch this fun video for tips on how to search for missing money.
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Here are the top 5 things your team may want to hear.