Planning for your investments and retirement is important…and Legacy Wealth can be a great resource for you. We are experienced in 401(k) and other retirement plans and also experienced at handling rollovers from those plans to your personal IRA’s.
Call our office and speak with Kim, Kay, or Hanna and they’ll help you get started! Remember, we don’t charge to help you get started nor do we charge for creating an investment and retirement plan.
It’s YOUR MONEY….and we can help you maximize your benefits going forward.