Broker Check

Our Services

What We Do A Simple But
Comprehensive Process

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.

Our Services Solutions for every need

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.

Our Calulators Headline About Resources / Calculators

Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.
Learn More
Bi-Weekly Mortgage Payments

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Learn More
Debt vs. Investment

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Learn More

Contact Us Have a Question?

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

 

Get Started