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Products & Services

At Legacy Investment and Retirement Income Strategies, we provide assistance in the following areas:

Investments

  • Stock
  • Bonds
  • Mutual Funds
  • ETFs
  • Variable Annuities
  • Fixed Annuities
  • CDs
  • Fee-Based Asset Management
  • Traditional Brokerage Accounts
  • Portfolio Risk Management
  • Modern Portfolio Theory
  • Asset Allocation
  • Tax Efficient Investing

Financial Planning

  • Individual Retirement Planning
  • Small Business Retirement Planning
  • Business Succession Planning
  • Estate Planning
  • College Planning
  • Asset Protection
  • Intergenerational Wealth Planning
  • Trust Services* and Management
  • Identify Potential Estate Problems
  • Charitable Giving
  • Cash Flow Analysis

Insurance

  • Insurance Analysis
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.