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Investment & Retirement Income Strategies

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Legacy Investment & Retirement Income Strategies has been serving the investment planning needs of our community since 2002. We were founded on the principle, that by being independent advisors, we could best serve our clients without the need to meet sales quotas placed on the employee advisors that work for the large brokerage firms. We utilize LPL Financial to provide our practice with technology, brokerage, investment advisory services and back office support. Our philosophy is in our name.

LEGACY: Because we believe that people want to do more with their lives than just make money. People want financial security, that’s true, but they want to feel that what they are doing will make a difference. Our clients have responsibilities to their family, their business, and their community. This is their Legacy. Helping them work toward financial independence, is ours.

INVESTMENT: In today’s complex financial world, your money needs to be invested wisely. There should be a plan to manage risk in your investment portfolio. We use strategic as well as tactical asset allocation methods. We do not believe that holding on to all investments, no matter how low they go and then waiting for the market to come back is a sound investment philosophy. We are committed to investing all our resources to help you manage your assets.

RETIREMENT INCOME: Retirees are entering a new business, the “Business of Retirement” where their energies will shift from working for their investments, to having their investments work for them. During retirement your assets need to provide income as well as provide growth to protect against inflation.

STRATEGIES: There are different ways to solve life’s problems; financial or otherwise. We bring our knowledge and expertise to the table, you bring your hopes, dreams, concerns, ideas, and questions. Together, as a team, we explore the various strategies providing growth and income potential to help you determine what is best for your situation.

We chose the symbol of a door as part of our logo because it represents the door people pass through at different stages of life. Whether it’s investing, funding college expenses, mortgages, caring for an elderly parent, or retirement, we want to help you pass through the doorway of each event with trusted counsel and sound financial advice.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

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 your needs, wants, and long-term goals.

Our team of professionals have years 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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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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