Financial planning and Retirement planning services have traditionally been delivered by investment advisers for their wealthy clients as a part of their wealth management services. I provide these same types of financial and retirement planning services to you for an hourly fee.

Since the Legacy Advisors Group is not affiliated with a brokerage company, I have no requirements to sell you products and do not directly manage investments so there is no requirement of on-going fees.

I assist our clients by helping you define your financial goals and "crunch" the numbers to provide independent, objective advice.

Computer aided plans, evaluations and analysis are tailored to your current finances. Easy to understand reports are designed to provide the details you need to make your own informed decisions. If you have questions, will take the time explain the reports you receive.

I can help you to:

Budgeting and Savings Plans
Develop plans to control spending and save for your needs.

Debt Management
Create strategies to manage debt.

Risk Analysis
Discover the pitfalls that may threaten your financial security,

Retirement Review
Understand your current IRA, 401(k) or other retirement portfolios.

Investment Planning
Recommend appropriate Asset allocations for your investments.

Retirement Needs Analysis
Determine your retirement income and capital needs.

Estate Planning
Review ow your estate may be distributed and taxed.

Tax Planning
Develop income strategies

Pre-College Funding
Create pre-college funding plans

Whether you need assistance or advice on a single topic  or a full financial plan coordinating all of the above, I will be happy to discuss your needs and provide with an estimate cost for services before you make a commitment to proceed.