"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.
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.
Helpful Content
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."
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?