Michael Hepner Qualifications

Michael Hepner, CFP®, MBA, CEBS
Owner, Legacy Retirement Advisors, Inc.

 

Retirement Income Planning, Financial Planning, Wealth Management, Estate Planning Strategies, Insurance Planning, Business Planning

 

Michael Hepner is an Investment Adviser Representative and co-owner in Legacy Retirement Advisors, Inc., located in Fort Lee, NJ. Legacy Retirement Advisors, Inc., is an independent, boutique, financial services firm specializing in retirement planning.

 

Previously, Michael was a financial advisor at Questar Capital, (formerly of Allianz), and John Hancock Financial Network. Michael earned his Certified Financial Planner™ certification in 2011, and his Certified Employee Benefits Specialist designation, co-sponsored by Wharton School, in 2010. He first became a member in Million Dollar Round Table (MDRT) in 2015. Michael graduated with a MBA from Baruch College, CUNY and a BA from St. John’s University.

 

Michael has a strong passion for creating and maintaining a personalized retirement strategy for each client. His primary focus is on retirement income planning, for those who are already retired, or for those looking to retire. He combines Social Security optimization strategies, IRA distribution planning, and insurance strategies, in order to develop a customized, tax-efficient, retirement plan. As a CFP® professional, Michael is held to one of highest standards in the financial services industry. Michael uses insurance products which offer guaranteed lifetime income and which are principal protected from negative stock market performance. He also focuses on investment strategies designed to help: create increased retirement income, minimize risk, and provide his clients confidence in periods of market decline.

 

 

 

Legacy Retirement Advisors, Inc.

2125 Center Ave, Suite 606, Fort Lee, NJ, 07024, Tel: (201) 944 0805, Cell: (347) 407-4184, Fax: (866) 811-1425,

E-mail: [email protected]     www.legacy-retire.com           

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