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 ensure your financial future is secure and sustainable. Your success in retirement is our top priority.
Future
personalized retirement strategies
Independent
Commitment to our clients
Why Choose Legacy Point Financial Group?
Legacy Point Financial Group excels in personalized retirement strategies, offering flexible, distribution-focused portfolios. We design custom asset allocations to sustain your lifestyle, often focusing on 4% distributions but also developing strategies for higher, sustainable rates.
Our fiduciary commitment ensures your interests come first, working independently without commissions or outside pressures. We provide comprehensive, client-centered advice, guiding you through every step of your financial journey and 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.