Our goal is to help you Optimize your Retirement by helping to create an income you can't outlive with safety and security and NO RISK to market volatility.
The Safe Money 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. They are experts in safe money alternatives and creating lifetime incomes with no risk of volatility due to market downturns.
We use a collaborative approach to retirement planning using a unique 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 Safe Money 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. They are experts in safe money alternatives and creating lifetime incomes with no risk of volatility due to market downturns.
We use a collaborative approach to retirement planning using a unique 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 Guaranteed Lifetime Income with NO RISK to market volatility
- Social Security: maximize lifetime benefits by planning when to begin benefits
- Protection: create a plan with safety and security to avoid a crisis similar to the market crashes of 2001 and 2008
- IRA Rollovers: assist in rolling over 401(k) and 403(b) accounts to qualified Traditional & Roth IRAs
- Wealth Transfer: build and preserve your LEGACY by creating a tax-free transfer of wealth to your heirs
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. 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. 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!
Call us at (513) 442-2000 for your personal Retirement Income Plan today!
