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
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.
Securities offered through First Allied Securities, Inc., member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a registered investment advisor.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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.
This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration