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How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Retirement Planning

Projecting your future financial situation allows for meaningful solutions today. Financial Legacy Associates guides our clients along the path up to and through retirement. We provide guidance, information, tools, and services to help you navigate this critical transition in life.

Investment Planning

Proper asset positioning for your goals may lead to long-term success. After evaluating a client’s financial goals, whether for retirement or college funding or legacy purposes, we create a written report that outlines the specific actions needed to pursue your overall investment strategy.

Risk Management

Preparing for potentially catastrophic situations is critical for you and your loved ones. The risk of some situations, such as unanticipated disability/death or long-term care, may need to be transferred to an insurance company. The resulting feeling of confidence helps our clients.

Tax Planning

Proper management of before and after tax dollars is essential. Evaluating the impact of taxes on your ability to achieve your financial goals is a key factor to consider throughout your life. Careful analysis of tax consequences brings immediate benefit to our clients.

Estate Planning

Preparing for the inevitable can help bring financial confidence to all concerned. Understanding the estate impacts of a given situation, and potential solutions, help our clients make appropriate decisions for their family and/or charitable legacy goals.

Contact Us

Contact one of our team members today and set up a no-obligation meeting to discuss your financial planning needs.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 636-777-7089