"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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding the economy's cycles can help put current business conditions in better perspective.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
You’ve made investments your whole life. Work with us to help make the most of them.