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What Is The Best WayTo Prepare For Retirement?

The answers to these 4 questions will reveal whether your current plan is on track for success or failure in your retirement.

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Did You Know You’veBeen Losing Money?

There are over 30 ways families are unnecessarily transferring away their wealth.

We Can Help

Why is integratedfinancial planning important?

Tax, legal, investments, etc. A comprehensive financial plan includes a lot more that you may realize.

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Legacy Financial Taxes

Retirement Income Planning

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Legacy Financial Taxes

Find The Money

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Legacy Financial Taxes

Fully Integrated Approach

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Qualified and Experienced

Stephen Mathieu
Founder, President
Jean Mathieu
Vice President
Our Story

How Much Risk Should ITake in My Portfolio?

Would you or your portfolio be willing and able to handle the stress of a 30% market loss this year?

Learn Your Risk #

How do I Reduce MyTaxes in Retirement?

Explore the 4 tax buckets and discover how your portfolio can be structured to minimize the tax burden.

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How to InvestAfter Retirement?

After your retirement party, where will your retirement paycheck come from?
Learn strategies to maximize income and ensure that it lasts your lifetime.

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Learn how Legacy Financial Solutions can help you navigate toward a successful retirement. Video Watch Our Video
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