Home | Legacy Wealth Partners

Client Centered

Our business is built on a foundation of thoughtful client relationships.

"An investment in knowledge pays the best interest." -Benjamin Franklin

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Meet Our Team of Professionals

At Legacy Wealth Partners, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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What's New

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Step 1

Define your goals. We’ll ask a lot of questions and do even more listening to fully understand your needs and life goals.

Step 2

Identify and provide the appropriate strategies and tools to help you work towards your goals.

Step 3

Once goals and resources have been defined and analyzed, you will have a clearer picture as to whether your plan will take you where you want to go.

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