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"Our goal is to help you Optimize your Retirement"
The Retirement Advisors at The Legacy Council specialize in helping clients transition from the accumulation phase of retirement planning to the all important distribution phase by creating a customized written retirement income plan. We use a collaborative approach to retirement planning using a unique 3 meeting process that focuses on helping clients protect the assets they have worked their entire lives to earn. We want to help you create a lifestyle in retirement that is optimized to the fullest while educating you every step of the way. We utilize our proprietary risk analysis software known as The Color of Money Risk Analysis. This short, interactive analysis will assess your financial picture and provide a roadmap to your overall risk preferences. |
The Legacy Council provides the following services to Optimize your Retirement:
- Retirement Income: help clients create a customized guaranteed lifetime income
- Social Security: maximize lifetime benefits
- Protection: create a plan to avoid a crisis similar to the market crashes of 2001 and 2008
- 401(k) Rollovers: assist in rolling over 401(k) accounts to qualified IRAs
- Wealth Transfer: build and preserve your LEGACY
We are happy to announce we have partnered with Fran Tarkenton and Tarkenton Financial who for the past 13 years have helped thousands of seniors grow & protect their retirement savings with their portfolio of financial & insurance products. Fran is not only a Hall of Fame quarterback but also a highly regarded entrepreneur who created Tarkenton Financial with one goal in mind: to help improve the quality of life for senior citizens. We are very grateful to partner with Fran! Click here to view Fran's endorsement of The Legacy Council.
One of the biggest worries among retirees is outliving their money. We specialize in helping clients create a written retirement income plan that creates a GUARANTEED INCOME FOR LIFE to make sure clients can't outlive their money, creating peace of mind throughout their retirement years. After all, retirement should be the best years of your life and not wasted on worrying whether or not you will run out of money!
One of the strategies we use to protect and grow a client's retirement income is called indexing with an Indexed Annuity. Below is a chart showing an actual example of investing $100,000 into the S&P 500 stock index in 1998 vs. putting the money in an Indexed Strategy product over a period of 18 years. The fund using the indexed strategy made an additional $31,946 over that same 18 year period not only outpacing the market but most importantly providing peace of mind over the 18 years without the highs and lows of being in the market! Clients who were in the indexed strategy did not lose any sleep worrying during the 2001 and 2008 stock market crashes. The indexed product was able to do this by locking in a portion of the growth in the positive years of the market and protecting the principal in the down years. Learning how to utilize this strategy can change your income and standard of living in retirement dramatically!
One of the strategies we use to protect and grow a client's retirement income is called indexing with an Indexed Annuity. Below is a chart showing an actual example of investing $100,000 into the S&P 500 stock index in 1998 vs. putting the money in an Indexed Strategy product over a period of 18 years. The fund using the indexed strategy made an additional $31,946 over that same 18 year period not only outpacing the market but most importantly providing peace of mind over the 18 years without the highs and lows of being in the market! Clients who were in the indexed strategy did not lose any sleep worrying during the 2001 and 2008 stock market crashes. The indexed product was able to do this by locking in a portion of the growth in the positive years of the market and protecting the principal in the down years. Learning how to utilize this strategy can change your income and standard of living in retirement dramatically!
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Call us at (513) 442-2000 for your personal Retirement Income Plan today!
