Personal retirement planning provides the direction needed to
keep our clients' savings and retirement plans on track.
By clearly defining objectives and mapping a carefully focused
strategy, effective retirement planning can bring immeasurable
satisfaction to life during the later career stages.
To be effective, a plan must be workable and focused on goals. It
must be dynamic and flexible to change with the circumstances of
life events, employment situation, or changing personal
Legacy's primary focus is our clients' financial
security in retirement. We do not promote the sale of proprietary
investment products or one-size-fits-all strategies. We will
develop a written plan that will serve as a road map to
achieving the kind of retirement that our clients have
worked so hard to achieve. By incorporating objectives,
inventorying assets, and understanding cash flows, Legacy creates a
workable plan that will help achieve peace of mind.