Some of our most popular services
Free Financial AnalysisA clear plan is the foundation of a successful retirement.
We work with you to define your financial goals, visualize your ideal future, and determine what’s needed to make it a reality. Our personalized consultation helps you take the first step - and it’s completely free.
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Tax-Advantaged Wealth
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401(k) RolloversHave an old 401(k) sitting idle? Let’s put it to work.
We’ll help you roll over your inactive 401(k) and create a personalized strategy to align it with your retirement goals - so your money keeps moving forward. |
SERVING CLIENTS NATIONWIDE
FOR OVER 35 YEARS
What our clients are saying
Peter Pajak |
"We are so thankful for what Legacy has done for us- the security and peace of mind knowing that our family is going to be cared for no matter what is an incredible thing! This is something we definitely encourage others to look into."
Christian & Catherine Leach |
Meridith Giere |