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Retirement Planning for a Brilliant Life

A good financial advisor knows all about the possibilities in the life that begins after your main work stops. At Legacy Consulting, we use our knowledge in retirement planning and investing to help you pursue your goals, whether it is travel, visiting grandchildren or leaving a legacy to those you love. We listen to your needs and wishes and then customize a plan for you that will stand the test of time. We understand the best tools to get you where you want to go. With the right plan in place, you will feel more confident about your possibilities even in uncertain times.

Areas of Experience

A successful retirement is built on many things, and it is important to get the financial pieces right. Our strategies to the issue of a stable, sufficient income take into account the following matters:

  • Tax strategies
  • Long-term care options
  • Growth investing
  • Estate planning
  • Legacy planning

We look to incorporate the right financial tools into your plan. Our goal as your financial advisor is to empower you with a sense of clarity and confidence.


Whether you are interested in annuities, life insurance, financial consulting or other options, our team has the knowledge to make your retirement brilliant. At Legacy Consulting we can also help you manage your income from pensions and Social Security to simplify your finances. To learn more about tailored solutions, call us at 410-828-9505.

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