Retirement Planning

Retirement Planning

Making the decision to retire can be one of the most thrilling, yet frightening times of your life. Our retirement planning services identify the right questions and concerns and help you find solutions so that you can enjoy your retirement.

Live Your Retirement Dreams

The first steps in formulating a retirement plan is taking a thorough inventory of your assets, calculating income, and measuring expenses and spending needs. With your goals in focus, we will work with you to create a personalized retirement plan and investment strategy to guide you into a secure retirement so that you can reap the benefit’s of your life’s work.

The decision to retire can raise many questions. We can help you address:

  • What is the best way to replace earned income with investment cash flow?
  • When is the best time to begin taking Social Security benefits?
  • What is the best way to navigate medical insurance programs and Medicare?
  • How will tax liabilities change?

We want you to have the peace of mind that results from comprehensive and thoughtful retirement planning. Retirement is an achievement and you have earned the right to enjoy it to the fullest. We invite you to experience Legacy’s reassuring approach to retirement planning.

fi·du·ci·ar·y

A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own. In a fiduciary relationship, the person who must prioritize their clients’ interests over their own is called the fiduciary.

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