Services

Legacy Facilitators specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. Legacy Facilitators offers personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Legacy Facilitators understands the many challenges of retirement today and knows the biggest concern for many is outliving their money. Legacy Facilitators focuses on money management, as well as other issues that are critical to your financial well being, and together, we can achieve more for your Legacy as we work together to obtain your goals.