“Our mission is to give everything of ourselves to help build up and bring real, tangible value to our clients, our families and the communities we so gratefully serve.”
To develop a financial strategy for your future, it’s important for your financial professionals to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated, taxed and work with one another.
Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.
You may be able to use time to your advantage when investing for wealth accumulation.
Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.
We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.
We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.
Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.
Securities and Advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC, a registered investment advisor. Insurance services offered through Legacy Advisors, Inc. and Tax and Accounting services offered through Legacy Tax, Inc., both of which are subsidiaries of Legacy Financial Partners, LLC. Legacy Financial Partners, LLC and its subsidiaries are not affiliated with Madison Avenue Securities, LLC. Arnaldo Coucelo is not affiliated with Madison Avenue Securities LLC.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.