Managing a lifetime of financial assets in retirement is complex and often confusing, even for the most adept savers and investors. No matter how effective your efforts have been in accumulating assets and budgeting monthly expenses – preparing to live on assets you have accumulated for a period of 20 years or more in retirement is daunting. We understand. We’ve been helping hardworking individuals prepare for life in retirement for more than two decades. And, while we bring the extensive experience, knowledge and credentials that are important to our clients, we provide something our clients tell us is of even greater value to them: a hand to hold on our journey to and through retirement.
Our goal is to help ensure you don’t run out of income before you run out of breath.
Products:
-Financial Planning
-Retirement Income Planning
-Insurance & Risk Management
-Long-term Care Planning
-Estate & Legacy Planning
-Trust Services
-Special Needs Planning
-401(k)/403(b) Investment Management
-Corporate Education Services
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Planning and Independent Advisor Group are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Company Details
- Employees
- 9
- Address
- 1485 Monroe Ave, Brighton,new York 14618,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.legacyfp.com/
- Keywords
- Financial Planning, Retirement Income Planning, 401(k) and 403(b) Investment Management, Portfolio Management Strategies, Charitable Planning, Medicare Planning, Insurance Planning, Special Needs Planning, Long Term Care Planning and Insurance, Estate Planning, Social Security Planning.
- HQ
- Brighton, New York
Legacy Financial Planning Questions
Legacy Financial Planning's website is https://www.legacyfp.com/
Legacy Financial Planning's LinkedIn profile is https://www.linkedin.com/company/legacy-financial-planning
Legacy Financial Planning has
9 employees.
View email and phone details for 9
employees at Legacy Financial Planning.
Legacy Financial Planning's industry is
Financial Services
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Legacy Financial Planning's categories are Financial Services
