Our Firm
Do you have a clear vision about your financial future?
Legacy Financial Advisors is a boutique wealth management firm located in Hutchinson Island, Florida, serving retirees and those preparing for retirement. We offer an integrated suite of wealth management and retirement planning services that are designed to care for our clients' entire financial picture. From retirement planning to investment management, insurance and specialized Social Security planning, we provide a professional and holistic experience for our clients.
We believe that everyone can benefit from a retirement plan. We help our clients gain clarity about the future by putting all of their financial pieces together to create a comprehensive retirement plan. Our philosophy of wealth management is based on the simple belief that wealth means different things to different people. By adopting a perspective of inquiry and exploration, we help our clients identify their life goals, define financial objectives, and prioritize needs so that the strategies built are tailored to their unique circumstances.
We protect our clients' futures by planning from an income perspective. Most clients care deeply about having enough income in retirement to comfortably support their desired lifestyle. We use a proprietary approach to income planning called The Bucket Plan which helps us structure our clients' investments to provide the income they'll need through each phase of their life.
We carefully analyze our clients' current savings, health and other circumstances to develop a lifetime income withdrawal strategy that helps protect them from the risk of running out of money during their lifetime. Our approach prioritizes the short, medium and long-term financial goals for our clients and helps them understand how much income can safely be taken from investments each year.
LET’S PLAN YOUR FUTURE TOGETHER
Through experience, we know that it’s not realistic to try to serve every type of client. Instead, we focus on identifying and serving a select group for whom we are a great fit. Though we have a very diverse clientele, we work best with clients with the following characteristics:
- They are passionate about achieving financial independence and creating a strong financial future.
- They are actively engaged in their finances and want to become better informed about their finances.
- They care deeply about their community and work to make it a better place.
- They value professional advice and want to build lifelong relationships with trusted advisors.
The best way for you to truly get to know us and decide if we should take the next steps together is to come in for a complimentary introductory meeting. We’ll discuss your circumstances and determine ideas for consideration.
When you’re ready to bring your questions to a professional, schedule a no-obligation meeting by calling our office at (407) 264-2996 or clicking on My Calendly link below and choose the time that works best for you.