Legacy Wealth Management of KY Email Format
Financial ServicesKentucky, United States2-10 Employees
At Legacy Wealth Management, we help individuals and families nationwide navigate life’s most significant financial transitions—retirement, business exits, inheritance, and legacy planning—with clarity, confidence, and care. We specialize in working with: • Pre-retirees in their 50s and early 60s who have built wealth and are looking to retire on their terms. You may be weighing pension decisions, evaluating early retirement, or seeking tax-efficient strategies to bridge the gap between work and Medicare eligibility. • Post-retirees who want assurance that they’ve made the right financial choices. You may be seeking more income clarity, healthcare planning, or better coordination of estate and legacy goals. • Multi-generational families with financial complexity. From charitable giving to lifetime gifting, you want a strategic partner to help steward your family’s wealth with intention and care. We take a 360-degree approach to wealth—aligning investments, tax planning, estate strategy, and more—to ensure everything works in harmony. And as fiduciaries, we act in your best interest, every step of the way. If you're looking for a long-term partner to help turn uncertainty into opportunity, we’re here to guide the way. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Legacy Wealth Management are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness.
1-888-653-2347 
support@leadiq.com 
