Retiremement Planning
Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement.

We aim to preserve, generate and transfer the wealth of our clients to future generations via sound, conservative and ever-evolving financial management tools and techniques.

Many people we talk to see retirement planning as a way to prepare for retirement. We often hear the words, “I am already retired, so there is not much more I can do.” This is a large myth in the financial planning world.
 Retirement planning is not only to enter retirement; it is to help ensure that you can provide yourself with a steady stream of income during your retirement years to sustain you and your loved ones without affecting your lifestyle.
In fact, this is the time when your life should change to meet your dreams — to set out on the trip you always planned in your mind, to take action and deliver on your promises to spend more time with the family. All without having to ask yourself, “Do I have enough, and will it last?”

Retirement planning does not stop once you stop working. There is much more to it, starting with income planning. At Legacy, our services come full circle. Our team of professionals will help prepare you for your retirement years, maintain your lifestyle, and new avenues of income. All of this is done following a conservative approach that uses a variety of financial products, including annuities and insurance, to help you create, preserve and pass on as much income as possible
“The question isn't at what age I want to retire, it's at what income."
George Foreman
 
CONTACT
  
Tel.: 410-818-9505
Fax: 410-828-5329
Email: Support@yourlegacyplan.com
  
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1623 York Road
Lutherville, MD 21093
  
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