Legacy Consultants Wealth Management

810-579-1100

Acres of Diamonds Investments Surprises Extended Care: A Patchwork of Possibilities

Your life...your legacy.

At Legacy Consultants Wealth Management, we are committed to helping you pursue your financial goals. Utilizing several decades of experience and an ever-expanding knowledge base, we are able to provide recommendations tailored to your unique situation.
 
Why Legacy Consultants Wealth Management?

Just as you seek a doctor's expert opinion regarding aspects of your physical health, it is equally important to consult with qualified specialists regarding matters of financial health. We believe that regardless of your current stage in life, the time to start planning is now. Our team is equipped with the expertise and resources required to develop strategies that will improve your financial well-being. We employ a comprehensive, holistic approach to financial management and specialize in the following:

  • Retirement planning and analysis
  • Tax planning
  • Cash flow and budget analysis
  • Education planning
  • Trust and estate analysis
  • Asset management

Our objectives are simple: to assist you throughout all of life's financial transitions, to provide you with the best unbiased, independent advice and investment services, and to protect your legacy for generations to come.

If any of the following statements sound familiar to your situation, call us today and we can begin the journey to financial independence:

  • I want to better manage my finances, but I don't know where to start.
  • I think I'll be able to retire in a few years, but how can I know for certain?
  • I'm saving a little money here and there, but what will it all mean down the road?
  • I just don't have the time to manage my own financial plan.
  • I'm ready to set specific goals and take control of my financial future.

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Red Flags for Tax Auditors

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Assess whether you are running “in the black” or “in the red” each month.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Long-Term-Care Protection Strategies

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How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

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Surprises

Making the most of surprises is a great reason to work with us.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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