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Financial Planning

Retirement Planning

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      Portfolio Management

      Many clients come to us and the only question on their mind is “can I retire?”  Through the process of assessing projected retirement expenses and identifying client goals, Legacy makes recommendations ranging from no change,  reducing expenses, saving more money prior to retirement, retiring later, or a combination of the above.  Other questions that are answered through the process are:

      • At what age can I retire?
      • How much money will I need to save in order to keep my current standard of living?
      • When should I take social security?
      • What is an appropriate portfolio allocation during retirement?