Legacy Retirement Advisors, Inc. An independent, boutique financial services firm

We have a strong passion for creating and maintaining a personalized retirement strategy for each client. Our primary focus is on retirement income planning for those who are already retired or for those looking to retire. We combine Social Security optimization strategies, IRA distribution planning and insurance strategies in order to develop a customized, tax-efficient, retirement plan. We use insurance products that offer guaranteed lifetime income and are principally protected from negative market performance. We also focus on investment strategies designed to help create increased retirement income, minimize risk and provide our clients confidence in periods of market decline. Our seminars have educated thousands of attendees on these topics.