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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.

Find Peace of Mind

Did You Know You’veBeen Losing Money?

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

We Can Help

What is an IntegratedFinancial Management System?

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

Live confidently in retirement, with a plan that ensures your lifetime income.

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Legacy Financial Taxes

Find The Money

We find an average of 5-10% of a family’s annual cash flow that they are transferring away unknowingly.

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Legacy Financial Taxes

Fully Integrated Approach

We will guide you through the 5 key components of comprehensive planning.

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A Husband & Wife Team

Stephen Mathieu
Founder, President
Jean Mathieu
Vice President
5 Star MDRT FSP
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.

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