HELPING YOU ACHIEVE AN INDEPENDENT RETIREMENT

We begin by listening to you, because it is our responsibility to thoroughly understand your future financial goals. Then, we provide a realistic assessment that helps identify opportunities to enhance your current retirement income plans, because everyone deserves a confident, independent retirement.
 
Retirees are increasingly living longer, fuller lives, and we’re committed to the financial independence and well-being of every client we serve. That means helping to ensure that you have enough income to meet your needs for the rest of your life.
 
Our goal is to work with you to design the retirement strategy you want that will help keep you on the path toward financial confidence and independence.


Have Questions for us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

More Commonly Asked Questions

To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Will I run out of money?

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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How do I leave a legacy?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How do I know when to retire?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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How do I develop an income plan?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How do I find a financial advisor?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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Wealth Accumulation


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Asset Protection


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Tax Minimization Strategies


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Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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Investment advisory services are offered through Brookstone Capital Management LLC, an SEC Registered Investment Adviser. Legacy Capital Planners, LLC is independent of Brookstone Capital Management, LLC.