Protect the Retirement
You’ve Built
Protecting your income, assets and legacy in retirement
Including the financial risk of long-term care.
Retirement Is Too Important To Leave To Chance
Retirement is personal. You’ve spent years building your savings and preparing for the future. Now it’s time to turn those assets into a retirement strategy designed to help protect what you've earned, create reliable income, and support the people who matter most.
At Legacy Financial, LLC, we specialize in helping pre-retirees and retirees protect what they’ve built and navigate the financial decisions that come with retirement. As an independent financial services firm, we look beyond investments to help address the risks that can affect your income, assets, lifestyle and legacy. Our goal is to help you build a coordinated retirement strategy designed around your priorities and the life you want to protect.
Schedule an Introductory CallThe Four Stages
Introductory Call
We begin with a brief conversation to learn what prompted you to reach out and determine whether we may be able to help.
Retirement Analysis
We take a deeper look at your retirement goals, income, assets, taxes, long-term care needs, concerns, and current financial strategy.
Personalized Recommendations
We identify potential gaps, develop strategies tailored to your specific needs and priorities, and explain how those strategies can be implemented.
Implementation and Ongoing Support
Once you decide to move forward, we help implement your plan and continue reviewing it as your life and goals change.
What Can Threaten Your Retirement?
Long-Term Care
Protecting retirement assets, income and the surviving spouse from the financial impact of care.
Income & Market Risk
Creating dependable retirement income while managing the risk of major market losses.
Taxes & RMDs
Helping identify opportunities to manage retirement taxes, RMDs, Roth conversions and Medicare/IRMAA exposure.
Legacy & Asset Protection
Helping protect what you've built and coordinate how assets ultimately pass to the people you care about.
Already Have an Advisor? That's Okay.
If you already have an advisor, that's perfectly fine. We may help in different areas, and I've successfully worked alongside many other advisors for the benefit of our mutual clients.
A second opinion doesn't mean replacing your current advisor. It simply gives you another perspective and may help identify opportunities or risks that haven't been addressed.
Get a Second OpinionWhat Our Clients Say
We had accumulated a significant investment portfolio and multiple properties over the years, but much of it lacked proper protection. Gerard and his team helped implement strategies designed to better protect our assets, strengthen our estate plan, and give us greater peace of mind moving forward.
Gerard helped me better understand how Social Security, taxes, and my retirement accounts all work together. He explained everything in a way that was easy to understand and helped give me more confidence about retiring.
After the market volatility over the last few years, I realized I was taking far more risk than I was comfortable with. Gerard helped create a strategy focused on income and protection instead of just growth. I sleep much better knowing I have a plan.
We originally met with Gerard about estate planning, but what impressed me most was how thoroughly he reviewed every part of my retirement. From Medicare and taxes to long-term care and income planning, he helped simplify a process that felt overwhelming before.
Before meeting Gerard, we felt uncertain about whether our retirement savings would truly last. He helped us organize our finances into a clear income strategy and showed us ways to reduce future taxes and better protect our assets. We finally feel more prepared and confident about retirement.
We attended one of Gerard's retirement workshops thinking we already had everything in order. Within minutes, he identified several gaps in our income and tax strategy that no one had ever explained to us before. We have a significant portfolio and property — where none of it was protected — and Gerard and his team implemented strategies to protect us. We finally feel like we have a coordinated retirement plan.
Retirement Insights & Interviews
Ready to Take the First Step?
Schedule a complimentary introductory call with Gerard to discuss your retirement concerns, learn how our process works, and determine whether we may be able to help.
Schedule an Introductory CallConsider us part of your financial team.
Suite A101-131
Las Vegas, NV 89147
Retirement Income & Tax Planning Specialists
Helping individuals and families navigate retirement through income planning, Social Security coordination, tax mitigation strategies, estate planning, and asset protection.