FAQs

Discover many of the opportunities available to help you plan for your financial future.

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. 

Our financial strategies and asset management services strive to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. 

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.