Why Legacy Wealth Advisors?
Because you cannot afford to make a mistake, you need a specialist to help you construct a strategy to transition from work to retirement.
We Don't Know What We Don't Know
Education Allows Us to Make Informed Decisions.
Retirement is Different
A Mediocre Plan Fails in Extreme Environments.
At Legacy Wealth Advisors, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.
Legacy Wealth Advisors was founded to provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: The Distribution Phase. After years of hard work, diligent savings, and a focus on accumulating your retirement savings you need a specialist to help you draft your retirement blueprints.
Everyone should have a plan for retirement. A well-crafted financial plan needs to be built on a solid foundation by maximizing all of your fixed income sources (Pensions and Social Security). We believe before anyone can invest your money you need to understand how to distribute your assets in a way that will help enhance your income and seek to avoid unnecessary taxes.
We want to understand what is important to you and have a clear picture of how you envision your retirement. We will customize a strategy just for you and your family that will help address all of your goals. We will continually monitor and adjust your plan based on life changes, new tax laws, and market fluctuations.
DON'T FORGET TO LISTEN TO "WHEN RETIREMENT HAPPENS"
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KTRS 550AM 1:00 PM- 2:00 PM Every Saturday.
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Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.
Developing a customized comprehensive plan for every client that maximizes their life goals and adapts to any and all of life's changes.
Do you have a clear understanding of why you currently own the investments in your portfolio and how they align with your overall financial plan?
Taxes can significantly erode a retiree's wealth, making it essential to have a strategy in place to minimize or eliminate taxes during retirement.
Accepting your Social Security benefits at face value could result in leaving significant amounts of money on the table.
At Legacy Wealth Advisors, we understand the importance of insurance in retirement.
Have you made arrangements for a will or trust? Have you established a power of attorney?
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin