"Our Mission is to Protect and Grow Your Legacy”
It is our commitment and desire to establish trust and a long lasting relationship with our clients. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Over the years, we have found that a Holistic Approach is an effective method to help our clients as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services! To learn more, please click on the links below:
LIFE & HEALTH INSURANCE Income Annuities, Long Term Care, Life Insurance, Medicare, Identity Theft ...
SECURITIES Stocks, Bonds, ETF's, Mutual Funds, IRA's, 401(k) Rollovers, College Funding ...
ADVISORY SERVICES Money Management, Retirement & Estate Planning, Charitable Giving ...
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations before they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Call us for an appointment today!
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to serving you!
PLEASE NOTE: Information being provided on this website is strictly as a courtesy. When you link to any of the other web sites provided herein, you will be leaving the Legacies Today, LLC web site. We make no representation as to the completeness or accuracy of information provided at those web sites.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Building wealth requires protection from the forces of wealth destruction.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The federal government requires deceased individuals to file a final income tax return.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: Right Now.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It’s never a bad time to speak with your financial advisor about changes in your situation.