Financial Services in Fort Lee, NJ
Financial Services
Legacy Retirement Advisors, Inc. is an independent, boutique financial services firm specializing in retirement planning. We have a strong passion for creating and maintaining a personalized retirement strategy for each client. Our primary focus is on retirement income planning, for those who are already retired, or for those looking to retire. We combine Social Security maximization strategies, IRA distribution planning, and insurance strategies, in order to develop a customized, tax-efficient retirement plan. We use guaranteed lifetime income products which are protected from negative stock market performance and also focus on investment strategies designed to provide increased income and help minimize risk even if the market declines.
201-944-0805
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Worldwide > United States > Fort Lee > Financial Services