LegacyOne serves individuals as well as multigenerational families with services designed to address financial, retirement and legacy needs. Whether you are just starting out in your career, are getting ready to retire, or are somewhere in between, we are here for you. High-tech workers, doctors, lawyers, pro athletes or business owners—Legacy One can scale up or down to provide the customized plan that can help you and your family achieve your financial goals!
If you don’t come from a wealthy family,
your family’s wealth can start with you!
Our Services
We offer a large range of services that can be incorporated into the custom plan we create for you. LegacyOne starts with you, and your wishes, needs and desires. What is your vision for your retirement? Will you be traveling the world, or staying at home with the grandchildren? Do you have interim financial goals like purchasing a home or sending your kids to college? What about your legacy—do you have a tax-advantaged estate plan in place? We can help!
Running out of money is a big fear for retirees, especially when markets are volatile. Starting your retirement plan early can give you the best chance to retire and stay retired living your desired lifestyle. We help with tax-efficient distribution planning and much more!
How you file for Social Security affects your overall benefits; we can help you with this and Medicare as well. People can be surprised to find out that Medicare doesn’t cover long-term care. We can help you compare and implement strategies to cover health and income needs!
If you have a large amount of assets saved in taxable accounts like traditional 401(k)s or IRAs, you may have less money for retirement than you thought. By working in advance, we can help you develop an optimized retirement income plan with the goal of achieving tax efficiencies.
Today’s permanent policies with a cash value component can provide benefits in your lifetime as well as providing a tax-advantaged legacy for your heirs. We work with families through the generations, starting with your unique goals and objectives.
As an independent firm, we have access to hundreds of annuity strategies from a wide variety of carriers to provide lifetime income, protection from market downturns, potential for market growth, and guarantees backed by the financial strength of insurance companies.
If you have a family and/or assets, you need an estate plan. We work with estate attorneys to help you pass on a tax-advantaged legacy to your heirs and/or charities, documenting your desires for a stress-free transfer of wealth which can bypass probate.
Meet the Team
The financial advisors and agents at LegacyOne each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work. You can set up a virtual meeting with any of these advisors individually, or contact us to send us a message.
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Resource Library
We believe that you should understand one of the most important resources you have: your money. That’s why we provide these educational resources, and we invite you to read, watch, download, and learn about the basics of finance and retirement. Remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
Do You Know the Connection Between Income and Medicare Costs?
Do You Know the Connection Between Income and Medicare Costs?
Do You Know the Connection Between Income and Medicare Costs?
How Much Do You Know About Retirement Accounts?
How Much Do You Know About Retirement Accounts?
How Much Do You Know About Retirement Accounts?
Why Estate Planning is About More Than Money
Why Estate Planning is About More Than Money
Why Estate Planning is About More Than Money
