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:
January 19, 2022
Baby Boomer Basics Online Course
6:00 pm | Online Course

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.

Tell the story of your family’s legacy in our 2021 Photo Contest

We’re partnering with Lily Jack Photography to host our 2021 Photo Contest. Submit a meaningful photograph highlighting what makes your family unique – and you could win a photo shoot for your whole family!