Fiduciary advice. Not some of the time. All of the time.
Retirement Answers From Experts You Can Trust
For many, retirement is a goal. We don’t look at it that way. To us, it’s simply the next chapter, and one that needs to be navigated carefully.
From a financial standpoint, you’ll be faced with plenty of decisions. Some won’t be hard, but others will be overwhelming. Planning for healthcare, accessing retirement plans, and creating a tax-efficient income stream are just a few of the topics we’re prepared to handle. We have the tools and the talent to guide you through Medicare, Social Security, and investment decisions all retirees need to address to fully realize the stress-free retirement they deserve.
Legacy is different. No slick salespeople, just sound advice that will impact your family for generations.
Lean on us for your biggest decisions around:
- Retirement plan rollover strategies
- Smart tax planning
- Creating a retirement income stream
- To convert or not to convert to a Roth IRA
Our goal is to develop a personal relationship with each of our clients and to become a trusted partner through the challenges and journey of life.
Mike Wren, CFP®
Chat with us for free on your terms.
We typically work with clients who have over $500,000 in investable assets. If you’ve achieved this milestone, we’d love to meet you.