Legacy Financial Planning

Description

• Regardless of age or income level, the number one concern we hear from individuals nearing or in retirement is: How can I make sure my money will last as long as I do?Thats because managing a lifetime of financial assets in retirement is complex and often confusing, even for the most adept savers and investors. No matter how effective your efforts have been in accumulating assets and budgeting monthly expenses preparing to live on assets you have accumulated for a period of 20 years or more in retirement is daunting.We understand. Weve been helping hard working individuals and families prepare for life in retirement for more than two decades. And while we bring the extensive experience, knowledge and credentials that are important to our clients, we provide something our clients tell us is even greater value to them: a hand to hold on our journey to and through retirement.Our goal is to help ensure you dont run outOf income before you run out of breath.You can count on our knowledge, understanding and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service the elements we consider essential for building lasting relationships. Best of all, you benefit from the collective expertise of two experienced advisor backed by a team of professionals, all of whom play an integral and ongoing role in helping you pursue your goals.We invite you to find out how easy and rewarding it is to get started on you path to financial independence in retirement.Products:-Wealth Vision-Financial Planning-Retirement Income Planning-Insurance & Risk Management-Long-term Care Planning-Estate & Legacy Planning-Trust Services-Special Needs Planning-401(k)/403(b) Investment Management-Corporate Education Services
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  Headquarters:1485 Monroe Avenue , Town Of Brighton, New York, United States

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  Phone Number: +1 585-241-5250

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  Website: https://www.legacyfp.net

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Legacy Financial Planning

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• |  NAICS Code: 561499  |

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