Retirement Planning The guidance, tools, and services necessary to prepare for your retirement Learn More Financial Security Income strategies to maintain your lifestyle in retirement Learn More Insurance Reviews Life can change – the birth of a child, the loss of a job, or the death of a loved one Learn More Investing for Growth Achieve your financial goals: retirement, paying college, or providing for your family Learn More Timing Is Everything Learn how to maximize your Social Security benefits Learn More Fixed Index Annuities Generate a reliable stream of income or increase your current savings Learn More
Life Insurance
Protect your family from the financial consequences of major life events Learn More Tax Planning Understand how tax strategies are used to manage your tax bill Learn More Long-Term Care A long life greatly increases the likelihood you’ll require long-term health care Learn More WorryFree Retirement Dedicated to helping Savers worry less about money Learn More ® ® Don't Worry, Retire Happy A Classroom Course, teaching the essentials of Retirement Planning Learn More How NOT to An Educational Class for Women, Learn More Protect your Family from the Biggest Mistakes in Retirement Planning Run Out of Money Maximizing Social Security A Classroom Workshop, teaching ways to Maximize your lifetime S.S. Benefits Learn More Retirement Tax Cut A complimentary Dinner & educational Seminar,

Learn about Taxation options during Retirement Learn More

Welcome to Legacy Asset Strategies

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

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