Risk Management

At Legacy Wealth Advisors, we believe insurance can play important role in retirement.  Insurance in retirement should be thought of as a risk management tool and as something that protects you, your estate, and the people you love.

So often, we see individuals who are sold insurance policies without regard to how it fits into their overall financial plan.  As a result, thousands of dollars are wasted on outdated policies or policies that do not do what they were intended to do.

Insurance can be a way of protecting what we have and sometimes insurance can be unnecessary due to the fact you are self-insured.   Have you thought about other types of risk management like:

  1. Higher Taxes
  2. Higher Inflation
  3. Living too long
  4. Market Corrections
  5. The Rising Cost of Healthcare

When is the last time you stress-tested your retirement plan against those risks?

If you would like to stress test your retirement fill out the information below and we will contact you

Understanding Your Retirement Reality


Retirement Plan Checklist











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

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.

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