When you work with Legacy Wealth Advisors, you work with financial professionals who treat you like family. Rather than just focusing on transactions, we focus on your goals and what you want your retirement to look like. We can help provide peace of mind that you will have enough money to maintain your standard of life in retirement.
We take a comprehensive approach to retirement planning, so you receive transparent, seamless, and proactive service. This means that you no longer have to be the intermediary between your various financial professionals.
By leveraging a disciplined investment process, we’re able to design a portfolio for you that is appropriate for your risk tolerance while simultaneously helping you work towards your financial goals.
Retirement is a goal we all share. We can help you design a plan for the retirement of your dreams.
Taxes impact every aspect of your financial life. Our team of professionals can work directly with you to identify potential savings or restructuring opportunities.
A proper estate plan should honor your intent, maximize efficiency, and minimize costs and taxes. Through our partnership with the law firm of Stewart and Bruss, PC, we’re able to serve as strategic partners for the collaboration of your financial plan and estate plan.
If you have questions about retirement planning and want to work with a financial advisor that cares about you and your goals, let’s talk.
Legacy Wealth Advisors | 41700 Hayes Rd., Ste. A Clinton Twp., MI 48038
Phone: 586.273.0072 | Fax: 888.501.2361 | Email: info@legacy-wealth.com
