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Legacy Wealth Advisors

Private Wealth Management for Select Individuals

 

  (314) 641-1010

We Don’t Know What We Don’t Know

Education Allows Us to Make Informed Decisions

 

  (314) 641-1010

When Can I Retire?

You’ve Got Questions; We Want to Help

 

  (314) 641-1010

Retirement is Different

A Mediocre Plan Fails in Extreme Environments

 

  (314) 641-1010

Don't forget to listen to "When Retirement Happens"

hosted by McGraw Milhaven and Kevin Loyd

KTRS 550AM  1:00 PM- 2:00 PM every Saturday.

 

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

 

 

About Us

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.

 

Our Philosophy

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.  

 

Our Process

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. 

Schedule a complimentary retirement analysis 

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Our Services

Developing a customized comprehensive plan for every client that maximizes their life goals and adapts to any and all of life's changes

 

Social Security and Pension Planning

Maximizing Social Security and/or Pensions in your retirement plan is directly correlated to your success in retirement.  Social Security is a tax free benefit unless you disqualify yourself.

 

Tax Planning

We believe taxes are the #1 wealth eroding factors in retirement.  Retirement is one of the only times you can really control your tax situation.  What is your strategy to reduce or eliminate taxes? 

 

Investment Planning

Our focus is on minimizing risk while maximizing return and understanding the real risk in our portfolios.  Do you know your up capture and down capture of the market?  

 

Estate Planning

Estate Planning can be as simplistic as just proper titling assets and naming beneficiaries to avoid probate or more complex by utilizing different types of trusts.

 

Risk Management

Insurance can play important role in retirement.  We believe that some people can be self-insured with no need to have unnecessary expenses in retirement.

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Meet the Loyd Family

Contact Us


We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (314) 641-1010

Email: kevin@whenretirementhappens.com

14500 S. Outer 40, Ste. 200, Town and Country, Missouri 63017

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