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"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.


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Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Saving for College 101

Here’s a crash course on saving for college.

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