Legacy Financial Planning Employee Directory

Financial ServicesNew York, United States2-10 Employees

Managing a lifetime of financial assets in retirement is complex and often confusing, even for the most adept savers and investors. No matter how effective your efforts have been in accumulating assets and budgeting monthly expenses – preparing to live on assets you have accumulated for a period of 20 years or more in retirement is daunting. We understand. We’ve been helping hardworking individuals prepare for life in retirement for more than two decades. And, while we bring the extensive experience, knowledge and credentials that are important to our clients, we provide something our clients tell us is of even greater value to them: a hand to hold on our journey to and through retirement.

Our goal is to help ensure you don’t run out of income before you run out of breath.

Products:
-Financial Planning
-Retirement Income Planning
-Insurance & Risk Management
-Long-term Care Planning
-Estate & Legacy Planning
-Trust Services
-Special Needs Planning
-401(k)/403(b) Investment Management
-Corporate Education Services

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Planning and Independent Advisor Group are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

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