Retirement Planning

Retirement is often seen as the culmination of your life’s work. By trusting your retirement to Legacy Wealth Partners, you have a fiduciary partner who will deliver a new paradigm of support and service as you ease into your retirement years.

Financial
Planning

Investment
Management

Retirement
Planning

Legacy
Planning

Our Services

Prepping for Retirement

As you approach retirement age, we will:

  • Review your savings and ongoing retirement contributions
  • Analyze retirement funds, Social Security, pensions, and more to determine your retirement income
  • Consult on Medicare and other retirement considerations
  • Transition assets to investment strategies designed to retain accumulated wealth provide retirement income

Planning in Post-Retirement

When you retire, we will:

  • Confirm your assets create the income you need
  • Plan a sustainable withdrawal of your assets
  • Navigate Social Security
  • Fund lifestyle wants
  • Plan for future health care and long-term care expenses
  • Continually adjust plans as your needs change

Contact our team to start planning for your legacy.

Whether retirement is decades away or decades ago, the advisors at Legacy Wealth Partners can craft custom financial plans and portfolios to address every part of your financial life.

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Consultation

Schedule a Meeting

Address

1002 East Main Street
Rockport, Texas 78382

Phone

361-729-2977

Email

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Wealth Partners are not affiliated.

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Legacy Wealth Partners