We're here to help you
Build Your
Legacy
We will help you manage all aspects of retirement so you can leave your legacy.
what makes us different
The values we live by
Annuities
100% principal protection (your money will never go backwards due to negative returns in the stock market)
Life
If offered a choice, most people would elect to pay no taxes when accessing funds in retirement.
401k's
In fact, tax-deductible qualified retirement plans can be more tax-hostile than tax-favorable.
IRAs
Investments made within traditional IRAs grow tax-deferred.
Guaranteed Lifetime Income
Why would 80% of people surveyed be interested in a GIB for life?
Retire Tax-Free
What wealth-building tool allows money to grow tax-free and come out tax-free?
3 Buckets of Wealth
The foundation for a retirement plan can be started by using a simple three-bucket approach.
Legacy
There are limited solutions (guaranteed income rider annuities) retirees or those close to retirement can do about this fear.
Preserve Your Legacy
Legacy Link Wealth Advisors is a retirement planning firm specializing in holistic, integrated retirement and estate strategies. Our focus is on coordinating and optimizing how each client’s investments, taxes, estate plan, and insurance work together. We take a team-based approach, partnering with trusted legal, financial advisory, and insurance professionals to deliver comprehensive, tailored solutions.
Get started in 3 easy steps
Discover
Schedule a visit to sit down with us and discover what your ideal retirement looks like.
Evaluate
Discover
So you wonder how risky your investments are?
Software to Run Your Financial Life
Risk Score
When your people get up every day wanting to come to work, success happens, we help you to ensure everyone is in the right jobs.
Budget App You Can Count On
Read Our Digital Book Free
Home Equity Acceleration App
Take Our FREE Course
The subjects covered in the online financial literacy course:
- Debt Management
- Estate Planning
- Asset Protection
- Investment Risk (and how to avoid it)
- Understanding Life Insurance
- Understanding Annuities
- Healthcare Costs in Retirement
- Designing your plan
- Traditional Wealth Building (why it hasn’t worked)
- Bad Advisors: How to Identify Them; How to Avoid Them
Offering Our Clients Straight Forward Financial Solutions.
We Serve To Take The Complexities Out Of Your Decision Making
Innovative Solutions
Offering financial solutions in a complex world. We serve to simplify your entire financial life.
Technology
We use technology interposed with human decision making to give our clients solutions that are easy to understand and implement.
Straightforward Implementation
Bringing wealth preservation education established thinking to drive new retirement solutions.