At Legacy Capital Planners, LLC, we hold informational retirement events for our clients and their guests that feature information on specific topics such as annuities and retirement income strategies. Often, our retirement events include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation visit whenever you attend a retirement event.
We are an independent financial services firm helping individuals create retirement strategies using a variety of financial investment tools to custom suit their needs and objectives.
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.