Legacy Retirement Advisors is a top-tier financial planning firm that specializes in helping clients achieve their retirement goals. With a team of experienced professionals and personalized services, they offer comprehensive financial planning to individuals and families. Their focus on creating strong financial plans has led to their success in assisting clients for over 10 years.
Their approach includes understanding each client's unique circumstances and needs, which allows them to customize their services accordingly. This is made possible by a wide range of financial services offered, such as investment management, retirement income planning, tax planning, and estate planning. Legacy Retirement Advisors also works with a diverse range of clients, including individuals, families, and small businesses.
Their fee-based compensation structure ensures that their interests are aligned with their clients', as their fees are based on a percentage of the assets under their management. And as a registered investment advisor, they are held to fiduciary standards, meaning they are legally obligated to always act in their clients' best interests. With a clean record and no disciplinary actions reported, clients can trust in Legacy Retirement Advisors to help them secure their financial future.