Legacy Retirement Group

Financial advisor in Dublin, OH (show on map)

5.0

★★★★★

5 reviews

Legacy Retirement Group offers comprehensive retirement solutions, including income planning, investment management, tax strategies, and estate planning, to help clients achieve a secure and fulfilling retirement.

Call (614) 336-7660

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About

Legacy Retirement Group is dedicated to providing comprehensive retirement solutions that address income needs, help build and protect assets, and preserve estates for future generations. With over 30 years of experience, the firm offers attentive service, extensive expertise, and a commitment to supporting clients throughout every stage of life, ensuring a smooth and stress-free transition into retirement.

Team-based approach to personalized retirement solutions

Over 30 years of combined experience in retirement planning

Commitment to client education and empowerment

Services

Retirement Planning

Develops personalized strategies to help clients achieve a secure and fulfilling retirement, addressing income, investments, taxes, health care, insurance, and estate planning.

Holistic approach covering all aspects of retirement Tailored strategies based on individual goals and risk tolerance

Tax Planning

Provides proactive tax strategies to minimize tax burdens for individuals and families, focusing on current and future tax efficiency.

Proactive identification of tax-saving opportunities Strategies tailored to individual financial situations

IRA Legacy Planning

Helps clients transfer IRAs to loved ones efficiently, minimizing tax burdens and ensuring proper distribution.

Strategies for efficient IRA distribution Minimization of tax consequences for beneficiaries

Wealth Management

Offers disciplined, fiduciary-based portfolio management to preserve and grow assets over time.

Fiduciary standards adherence Balanced, thoughtful approach to asset preservation and growth

Income Planning

Develops strategies to provide sustainable income for retirees, ensuring financial security for 30+ years.

Focus on long-term income sustainability Minimization of volatility and unpredictability in retirement income

Credentials & Certifications

Certified Financial Planner (CFP)

Since 2005

Chartered Retirement Planning Counselor (CRPC)

Since 2010

Reviews

Rating

★★★★★

Reviews

"Brent reassured me that I was on track with my goals."

Frequently Asked Questions

What is the 4% Rule in retirement planning? +

The 4% Rule is a guideline suggesting that retirees can withdraw 4% of their initial retirement portfolio annually, adjusted for inflation, to sustain their retirement savings over a 30-year period.

How does Legacy Retirement Group help with tax planning? +

Legacy Retirement Group provides proactive tax strategies to minimize current and future tax burdens, helping clients identify opportunities to reduce taxes through personalized planning.

What is IRA Legacy Planning? +

IRA Legacy Planning is a strategy designed to transfer IRAs to beneficiaries efficiently, minimizing tax consequences and ensuring assets are distributed as intended.

How does Legacy Retirement Group approach wealth management? +

Legacy Retirement Group offers disciplined, fiduciary-based wealth management, focusing on preserving and growing assets through a balanced, thoughtful approach tailored to individual goals.

What is the importance of income planning in retirement? +

Income planning ensures retirees have a sustainable income stream for 30+ years, minimizing volatility and providing financial security throughout retirement.