Welcome to Legacy Point Financial Group
Our Firm was established with a singular mission: to provide specialized, independent financial and investment advice to retirees and those nearing retirement.
Navigating Your Future
Today’s retirees face financial challenges and complexities that previous generations could not even imagine. Given these challenges, the need for professional guidance in navigating retirement has never been greater.
As specialists in retirement planning, we can help you properly evaluate your current financial position, help you envision a path forward, and assist you in effectively managing your financial resources. Our goal is to help you realize a successful retirement.
Specialized Advice
Retirement Planning is a specialized disciple within personal financial planning. This discipline addresses those areas that most affect retirees and those nearing retirement such as Social Security, retirement income, planning for long-term care, and estate planning.
We offer experienced advice to assist our clients in pursuing their financial objectives. We understand and regularly work with relevant issues without the distraction of trying to be all things to all people.” The layout should be similar to the attached.
Approaching Retirement
Transitioning into retirement involves making some of the most significant financial decisions of your life. The choices made during this period will significantly impact how you and your family live in the years ahead. Regardless of how near (or far) retirement is, this is the time to create a solid foundation on which to build your retirement years.
