Living Legacy

Helping Create Your Family's Legacy

 

Living Legacy

Empowering Women to Financial Freedom

 

Living Legacy

Preparing Businesses for Future Growth

Living Legacy

Building a Solid Retirement Plan

Our Mission

At Living Legacy, we strive to build meaningful relationships with our clients that will last for generations. 

We pride ourselves on guiding our clients to meet their goals and create a secure financial future.

Our Services

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived,  on average, an additional 15 years.

Investment Management

A strong investment strategy involves many factors. All investments involve some sort of risk, whether it’s market risk, interest risk, inflation risk liquidity risk, tax risk. An individualized asset allocation strategy seeks to mitigate the risks of any one asset class through diversification and balance. 

Insurance

One of the most important ways to protect your assets and your family is with insurance. There are many options for you to consider. Let's look them over and see if there is an option that works for you.