plan a successful

financial future 

 

Whether you're investing for retirement in your future, preparing for a retirement that is finally at your fingertips, or you're already enjoying your retirement now, Legacy Portfolio Management can help you realize your retirement dreams.

Legacy Portfolio Management's advisors work diligently to help you make investment decisions to meet your goals - whether that means retirement, a new business or almost any endeavor. Based on your financial situation and time horizons, we'll take you through your investment options, from conservative to aggressive investment strategies. We'll outline the products that fit your needs and offer the best opportunities to achieve your objectives. Our insight will help to create a retirement plan you can stick with through market ups and downs, investments that will stay the course. We work with our clients to monitor and adjust their retirement plans through the various stages of their working careers and throughout their retirement years.

Retirement Transition Planning
Many people put a lot of effort into accumulating assets for retirement and getting to a level of financial security that they will be able to retire. Unfortunately they often don't have the resources or support to make a well-planned transition into the retirement phase of their lives. We can help you plan this transition properly as retirement moves closer to reality.

Retirement Distribution Planning
Most of the talk about retirement planning deals with accumulating assets. How to invest your accumulated assets for distribution, when to take distributions from which assets, and how to design the distribution of those assets in the most tax-efficient way possible are some of the most important decisions one can make during their retirement years.
Retirement Plan Rollovers and IRA Transfers
One of the most important things we do for our clients at LPM is to help them make the right decisions regarding rollovers from qualified retirement plans and transfers from existing IRAs. Through job transitions during a working career one can accumulate a number of retirement plans invested in different accounts that are difficult to manage in a holistic manner. We help our clients consolidate and organize their various plans into a cohesive investment plan.

Employer Sponsored Retirement Plans
We also help our business and self-employed professional clients create and manage employer sponsored retirement plans including 401(k)s, SEP and SIMPLE IRAs, profit sharing plans, and pensions, etc.

Learn more about retirement planning and investment options available through Legacy Portfolio Management.