Legacy Financial

Our Goal

We provide financial clarity and peace of mind, so you can focus on living your life and building a secure financial future. We go beyond what a traditional advisor offers. We're committed to protecting our clients through additional comprehensive services like estate planning, asset protection, and establishing power of attorney for healthcare and finances.

Why Is It So Important To Have A
Comprehensive Retirement Plan?

Retirement today can be complicated! Planning your finances for retirement is crucial. Having a solid plan with the 4 essential shields in place helps ensure you have enough money for a comfortable life, offering peace of mind by minimizing taxes, maximizing income, and aligning your investments with your goals. Without a plan, you risk running out of money, paying unnecessary taxes, receiving less income, and suffering investment losses.

Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement
income protected from market losses that's
guaranteed to last as long as you do!

Our Services
What We Do For Our Clients

When Was The Last Time Your
Financial Advisor Reviewed The
Following?

Life Insurance
Annuities
Protected income
Estate Planning
Tax Mitigation
Required Minimum Distributions (RMD's)
IRMAA Penalties
Market Volatility
Healthcare Costs
Guaranteed Income
Asset Protection
How Much You Can Spend In Retirement
Long Term Care Needs
Power Of Attorney - Healthcare
Power Of Attorney - Finances

Risk Mitigation

Evaluating and addressing potential risks in your personal and professional life by utilizing risk mitigation vehicles like life insurance, LLC's, FLP's and asset protection planning. Over 82% of people who need this protection do not have it in place and have no idea how important it is.

One lawsuit could take away everything you worked hard all your life to accumulate. Let's make sure that doesn't happen.

Family Legacy Planning (Legal)

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. You also never lose your principal and if you pass away without using the policy - your beneficiary will receive the money!

Retirement Income (Wealth Management)

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 20-30 years or more living in retirement without earned income. It's critical you protect the money you need in retirement.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

how can we help you?