We specialize in holistic financial planning. We start with a budget on your current lifestyle and build a personalized plan around expected pensions and optimized Social Security Election planning. We utilize tax forecasting to manage tax liabilities.
Financial Adviser in Woodcliff Lake, NJ
Insurance Agent in Seattle, WA
Senior Financial Consultant & Financial Educator in Charlotte, NC
- Long-term care
American Financial Education Alliance
Investment & Insurance Advisor
Executive Vice President / COO / Personal Financial Coach / Charlotte Chapter President / Instructor
Investment Advisor Representative
Saint Anselm College
Investment advisory services offered through Regal Investment Advisors, an SEC Registered Investment Advisor. Legacy First Financial Group and Regal Investment Advisors are independent entities. Hyperlinks on this webpage may point to websites not affiliated with Regal Investment Advisors or Legacy First Financial Group. These links are provided as a convenience only. Regal Investment Advisors and Legacy First Financial Group disclaim any responsibility for the accuracy of the information on those other websites.