Retirement Financial Advisors in Maine, New Hampshire, and Massachusetts
At Legacy Point Financial Group, we help clients navigate retirement with personalized, strategic financial planning. We specialize in working with clients 50 and older, while also offering services to younger professionals. Our holistic approach covers tax-efficient strategies and estate planning, crafting tailored plans to help your financial future sustainably. Your success in retirement is our top priority.
personalized retirement strategies
Independent
Commitment to our clients
Why Work With Us
Fiduciary First: We act solely in your best interests, ensuring transparency and trust.
Personalized Retirement Strategies: Tailored plans with sustainable withdrawals and tax efficiency.
Independent & Unbiased: No corporate sales pressure—just client-focused advice.
Comprehensive Financial Planning: From Social Security to investment management, we cover all aspects.
Ongoing Support & Adjustments: We continuously refine your plan as markets and needs evolve.
Legacy Point Financial Group stands apart through our commitment to personalized retirement strategies, including flexible, distribution-focused portfolios. We create custom asset allocations designed to sustain your lifestyle throughout retirement while 4% portfolio distributions are often a focus, we have worked to develop innovative strategies that can support higher, sustainable distribution rates – maximizing your resources for a fulfilling retirement.
Our fiduciary commitment obligates that your interests always come first, and we work independently, free from the influence of commissions or outside pressures. By providing comprehensive, client-centered advice, we guide you through every step of your financial journey, adjusting strategies as your life evolves.
Take Control of Your Retirement Today
Ready to take the next step toward a secure and fulfilling retirement? Schedule a comprehensive consultation with Legacy Point Financial Group today. Our expert advisors will create a personalized, objective plan designed to meet your unique needs and goals. Let’s start building your ideal retirement together.
Want to Join Our Team of Financial Advisors?
At Legacy Point Financial Group, we believe in independence, integrity, and always putting clients first. If you’re passionate about providing exceptional financial advice to your clients and want to make a meaningful impact, we’d love to hear from you.