Wondering when you can
afford to retire?

We can help you develop a strategy to pursue your retirement goals.


Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement income strategy.

Get Started in

3 Easy Steps



Schedule a meeting to sit down with us and discover what your ideal retirement looks like.



Using the Legacy Financial plan, we’ll examine your current financial situation and determine your retirement needs.



Receive a custom strategy to help you reach your unique retirement goals.



The Retirement Playbook: Lessons on Retiring Strong

  • How budgeting plays a part in planning
  • Why having tax-efficient strategies are key
  • When retirees knew they were ready to retire


The Top 10 Things to Consider when Preparing for Retirement

  • What it means to "spend less than you earn"
  • Why you should plan to live a long life
  • Where to turn for financial planning guidance

Get to Know
Our Team

Meet Our Founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

» Meet Our Founder


Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

» Learn More

Ready to Take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 920.939.3601