If you are unsure or concerned about any of these 5 critical areas of your financial future, we can help. 

  • Running out of Money during Retirement
  • Suffering Market Volatility and Losses
  • Surprise Taxes and Not keeping up with Inflation
  • High and Hidden Investment Fees
  • Catastrophic Illness Costs and/or Leaving a Legacy

Should Ken or Ted and their team work together with you on your valuable retirement savings, you will be more than a client…you will become a member of the Legacy Family.

Your consultation with a Principal Advisor (at our office or your location) will be private and confidential. We will talk in detail to discover the needs of your unique situation. Then we create a customized plan that feels right for your family.

We can’t wait to help you set up your finances in a way that’s true to your values, while setting your family up for a successful financial future.

Get a free, no pressure, no hype, consultation

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Let's design your financial legacy

Reduce risk in your investments

Create guaranteed lifetime income streams

Create a solid retirement plan