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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.


Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

 

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Events on Wall Street

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

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