Simplicity. Clarity. Confidence.

That’s the power of a financial plan.

Our 3-Step Financial Process

See How It Works

  • 1_new

    Discover


    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2_new

    Evaluate


    Using the Legacy Financial Solutions plan, we’ll examine your current financial situation and determine your retirement needs.

  • 3_new

    Plan


    Receive a custom strategy to help you reach your unique retirement goals.

income-whitepaper

INSTANT DOWNLOAD

Will Your Money Last as Long as You Do?

Check out this 6-page instant download to learn how your retirement income plan could be affected by key financial challenges, like longer lifespans, higher health care costs and in-home caregiving expenses.

Subscribe to Our Newsletter!

Subscribe to our newsletter to stay informed about the latest topics related to money and retirement.

Need more info?

Attend a live Event

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Our Next Upcoming Event:
December 4
Christmas Food Drive Event
3:00 pm | Legacy Financial Solutions

DISCOVER

Let’s Get Started

Use the link below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.