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At Legacy Wealth Advisors, we provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: the distribution phase.  For years, you have worked hard and focused intensely on accumulating enough assets to reach the top of the mountain, Retirement.  You are now shifting your focus from accumulation to distribution.  As you begin the distribution phase, you will face uniquely and potentially devastating risks that could impact your plan for life.  Like climbing a mountain, 80% of accidents occur on the way down due to lack of preparation.  Distribution planning requires a specialist who understands how to maximize retirement income while minimizing risk and taxes.  Our comprehensive approach, encompassing the “four pillars” of wealth management is designed to help you enjoy your retirement years without the fear of outliving your money.

Don’t forget to listen every Saturday from 1-2pm and
Sunday from 12-1pm on KTRS 550AM to America’s Wealth Management Show

Securities offered through First Allied Securities, Inc., member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a registered investment advisor.

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