WHO WE SERVE.
No Matter Where You Are in Life, There’s a Path Forward.
From growing families to seasoned professionals — we meet you where you are, and guide you where you want to go.
Pre-Retires
Starting Your Legacy
I need help but don’t want to be sold a product or give my life savings to someone I just met
I don't know how to turn my savings into monthly income
How do I minimize taxes throughout retirement and for my beneficiaries
I don't have an estate plan or it needs updating
I'm a great saving but don’t have a clear plan that brings us the confidence we need to retire.
I don't know when I can retire safely
You Only Retire Once — Let’s Make Sure You Get It Right.
Imagine retiring with total confidence — knowing exactly how much you can spend, how long it will last, and how to leave a legacy, without the stress or sales pressure.
That includes:
A personalized retirement income plan built around your lifestyle
Strategies to minimize taxes now and for your heirs later
Social Security timing guidance based on your situation
Ongoing updates to keep your plan aligned as life changes
You’ve worked hard to get here — now let’s make sure your money works just as hard for you.
A flat-fee that
keeps more money in your pocket
At Legacy Wealth Management, we think financial planning should be clear — and so should what you pay.
That’s why we offer a simple flat-fee membership. Unlike traditional advisors who earn commissions or only charge a percentage of your assets, our transparent pricing means no hidden incentives, no kickbacks, and no conflicts. You pay one straightforward monthly fee for truly comprehensive planning, keeping more of your money working for you.
A comprehensive financial plan built around your unique goals and values
Quarterly check-ins to ensure your financial strategy stays aligned with your goals and adapts to life changes
Access to fintech and budgeting tool
Proactive tax planning
Free wills and estate plan
Proactive risk management to safeguard your wealth and loved ones.
No commissions, hidden fees, or kickbacks — ever.
No account minimums
You aren't required to move your assets
Zero sales pressure. We’re here to advise, not push products.
No cookie-cutter plans. Every strategy is custom-fit to your goals.
(850) 517-7015
