"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.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Learn a little about worldwide currency in this fun infographic
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
What does the Tax Reform and Jobs Act mean for you?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
It may help your business be better prepared in the event of the death of a principal or key employee.
When considering life insurance, it's important to understand your options.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A bucket plan can help you be better prepared for a comfortable retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
How will you weather the ups and downs of the business cycle?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are a few things to consider when buying or leasing your next vehicle.