Legacy Financial Advisors

Are you looking for a financial planner who can help you achieve your retirement goals? Do you want to work with someone who has the expertise and credentials to provide you with unbiased and fiduciary advice? If so, you have come to the right place.

Welcome to Legacy Financial Advisors, where I offer comprehensive and personalized financial planning and wealth management services for pre retirees and retirees.

I am a Certified Financial Planner™ (CFP®), an Accredited Investment Fiduciary (AIF®), and a Retirement Income Certified Professional (RICP®). These designations demonstrate my commitment to the highest standards of ethics, education, and excellence in the financial planning profession. I have over 13 years of experience in helping clients plan for and enjoy their retirement.

At Legacy Financial Advisors I take a comprehensive approach to financial planning and wealth management for anyone who wants to make smart decisions about their money. As an independent Financial Advisor, I provide unbiased and objective advice tailored to your specific needs and situation.

I will help you implement and monitor your plan and adjust as needed along the way. I use prudent investment strategies to manage your investment portfolio in accordance with your risk tolerance, time horizon and objectives. I also provide ongoing education and communication to keep you informed and confident about your financial decisions.

Whether you are already retired or planning to retire soon, I can help you navigate the complex and ever-changing financial landscape. I can help you answer questions such as:

How much do I need to save for retirement?

How should I invest my retirement savings?

When should I claim Social Security benefits?

How can I generate a reliable income stream in retirement?

How can I minimize taxes on my retirement income?

How can I protect my assets from inflation, market volatility, and longevity risk?

How can I leave a legacy for my loved ones and causes I care about?

If you are ready to take control of your financial future and enjoy a fulfilling retirement, I invite you to contact me today for a complimentary consultation. I look forward to hearing from you and helping you achieve your retirement dreams.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.