It’s Your Retirement. Let’s Secure It.
Retirement is an exciting new chapter of life, and Legacy Wealth Management is here to help individuals and families embrace it fully. Our Retirement Classes are structured to be interactive and provide you with practical information to help you make informed retirement planning decisions.
Legacy Wealth Retirement Planning Classes
Whether your objective is to build a nest egg for retirement, protect your assets, or preserve your lifestyle throughout retirement, our Retirement Planning Classes can help you plan your retirement with confidence
What topics are covered in your retirement class?
Will I have the opportunity to ask questions during the class?
What is the cost of the class and what is included?
Providing Support Through Every Stage of Your Retirement Journey
At Legacy Wealth Management we realize that every client is different but they, and we, share a commitment to the values of hard work, integrity, and uncompromising quality. Our clients have achieved financial success and seek a trustworthy partner to help them make the most of their retirement.
Pre-Retirees
Retirees
Portfolio Review
We help align your investment portfolio with your evolving financial and lifestyle goals. We review your current holdings, assess your risk tolerance, and evaluate how well your investments support your desired outcomes, to keep your investment strategy focused, intentional, and adaptable to life’s changes.
Creating Your Personalized Financial Plan
We develop a personalized, research-driven financial plan tailored to your goals based on the insights gathered during our initial conversations about your life, priorities, and retirement vision. We walk you through each option, explain our recommendations in clear terms, and take the time to answer all your questions. Our goal is to help you feel informed, confident, and in control of your financial decisions—every step of the way.
Putting Your Plan into Motion
Once you’re ready, we’ll begin implementing your personalized financial plan with precision and care. This includes executing your investment strategy, coordinating tax-efficient moves, updating account structures, transferring assets, and preparing all necessary documentation. We also review insurance needs, estate planning components, and cash flow logistics to make sure every piece of your plan is activated smoothly.
Monitor, Adjust & Evolve Your Plan
Our team regularly monitors your portfolio, identifying new risks and opportunities while adjusting your strategy to keep it aligned with your goals as your life and markets evolve. We make changes based on thoughtful analysis—not emotional reactions to market swings. As you move through different life stages, especially as you approach and enter retirement, we revisit your plan so it continues to reflect your needs, priorities, and comfort with risk.
Customized Solutions for Individual Circumstances
No matter where you are in your financial journey—building wealth, preparing for retirement, or planning for future generations—Legacy Wealth Management offers the guidance and services to support your goals. By working with us, our clients can focus on what matters most in their lives. Below, you’ll find four scenarios that highlight who we serve and how we tailor our approach to meet each client’s unique needs.
Meet Tom and Judy Williams
Tom and Judy Williams are a professional couple in their late-50s with a solid financial foundation and an eye toward retirement. With two college-aged children nearing graduation, an active lifestyle, and deep roots in their community, they’ve achieved a great deal and are now thinking about what’s next.
While they feel financially secure, Tom and Judy want clarity around their long-term plan. They’re looking for a trusted advisory team to help them tie everything together—investments, retirement income, and legacy planning—into one cohesive strategy. They value straightforward, thoughtful advice and want to feel confident that their financial decisions will support the life they envision in retirement and beyond.
Meet Ben and Sarah Johnson
Ben and Sarah Johnson are a retired couple in their late-60s who are enjoying the freedom of retirement but want to be sure their financial plan is working as hard as it should. While they’ve done a solid job preparing for this stage of life, they’re uncertain whether their current strategy will fully support the lifestyle they envision in the years ahead.
Ben and Sarah are looking for guidance to help them maximize their retirement income, manage withdrawals and taxes efficiently, and make informed decisions about health care planning. As they look to the future, they also want to explore estate planning options to ensure their wishes are honored and their legacy is protected. They’re seeking a financial partner who can provide clarity, structure, and peace of mind throughout the next chapter of their lives.
Meet Lee and Ginny Taylor
Lee and Ginny Taylor are a successful mid-career couple balancing demanding professional roles and a busy family life. Ginny is a nurse practitioner, and Lee is a VP of Operations at a local commercial construction firm. With two children in middle school and active involvement in their careers and community, they often find themselves juggling priorities and searching for that elusive work/life balance.
They’ve started educating themselves on financial planning and recognize the value of knowledgeable guidance to move forward with clarity. Lee and Ginny are seeking a trusted advisory team to help them build a solid, actionable financial plan for the next 5 to 10 years—one that includes saving for their children’s college education, maximizing retirement contributions, and creating a long-term strategy that supports their family’s goals and growing responsibilities.
Meet Connor Brown
Connor Brown is a driven entrepreneur and owner of a thriving handcrafted furniture manufacturing business based in Lexington, KY. With 14 employees and plans to expand his team by 10 more in the next few years, Connor is navigating the complex demands of both personal and business financial planning. As his company grows, so do the responsibilities—from managing cash flow and optimizing tax strategies to ensuring the right retirement plan is in place for both himself and his employees.
Connor is forward-thinking and knows that now is the time to build a foundation for future success. He’s seeking a financial planning partner who can help him bring structure to both sides of his financial life—supporting smart growth today while preparing for the long-term goals of retirement and business succession.
*Names used in these examples are not real clients. Scenarios presented for illustrative purposes only and not based on actual events.
