Legs Financial understands that retirement is a significant life transition. Whether you're approaching retirement or already enjoying it, we provide comprehensive financial planning to help you navigate this stage with confidence and achieve your vision of a fulfilling life.  

Our services for retirees and pre-retirees focus on:

• Retirement Planning: We help you define your retirement goals, estimate income needs, and develop strategies to ensure you have the resources to maintain your desired lifestyle.  

• Retirement Income Distribution: We create personalized plans for withdrawing money from your various retirement accounts in a tax-efficient manner, helping you maximize your income and minimize taxes.  

• Investment Management: We develop and manage investment portfolios designed to generate income, preserve capital, and grow your assets to support your retirement goals.

• Tax Planning: We help you minimize your tax burden in retirement through strategies like tax-efficient withdrawals, Roth conversions, and careful planning of Social Security benefits.  

• Estate Planning: We work with you to ensure your assets are distributed according to your wishes and to create a legacy for your loved ones.  

At Legs Financial, we believe in a holistic approach to retirement planning. We consider all aspects of your financial life to create a comprehensive plan that provides security, peace of mind, and the freedom to enjoy your retirement years.

We're committed to helping you:

• Look Forward: Plan for the future with confidence and clarity.

• Live Free: Achieve financial well-being and live without money-related stress.

To learn more about how Legs Financial can help you achieve your retirement goals, please contact us for a consultation.