In horse-racing country, we know that the "fast track" describes the track conditions that are ideal for running. The "fast track" gives the best footing for a strong finish to the race. At Legacy Advisory Services, our Fast Track Retirement Process is a track that aids you in finding your best footing and running your strongest race in retirement.
Income Planning
Income Planning
We will ensure your monthly expenses can be paid with reliability and predictability for the rest of your life. This includes:
Income & Expense Analysis
Social Security Optimization
Inflation Plan
Spousal Income Replacement Plan
Longevity Protection
Investment Planning
Investment Planning
Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw for your monthly expenses. This includes:
Assessing Risk Tolerance
Adjusting Portfolio to Reduce Fees
Volatility Control
Comprehensive Money Management
Tax Planning
Tax Planning
Any comprehensive retirement plan will include a strategy for decreasing tax liabilities. This includes:
Assessing the Taxable Nature of Current Holdings
Ways to Include Tax-Deferred / Tax-Free Money Strategies
Strategize Income Withdrawals to Potentially Reduce Tax Burden
Strategies to Leverage Qualified Money to Leave Tax-Free Dollars to Beneficiaries
Health Care Planning
Health Care Planning
We will create a plan to help you protect yourself against rising health care costs with a minimum of expense, including:
Review Medicare: Parts A, B, C, D and Supplemental Coverage
Analyzing Long-Term Care Options
Hedge Rising Health Care Expenses
Long-Term Care Facility Payment Strategy
Legacy Planning
Legacy Planning
It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. We will strategically work with a qualified estate planning attorney with the goal to help you:
Maximize Estate and Income Tax Planning Opportunities
Strategize to Protect Any Assets in Trust and Ensure They Are Distributed Probate Free
Properly Transitioning Assets to the Next Generation
Referral to Legal Team: Wills, Living Will, POA’s, Digital Assets and Trust
Our Fast Track Retirement System:
See how our Four-Step "Fast Track System" works for you
EVALUATE
Take our “All Weather Test” to determine if your current financial plan is on track to achieve your retirement goals.
PLAN
Meet with our team to discuss your results and co-create a strategy that sees you to and through retirement.
IMPLEMENT
Once you are satisfied that our strategy will help you achieve your financial goals, our team of professionals will put your plan into action!
REVIEW
Once your plan is implemented, we’ll continually review your goals and your strategy to determine if any changes are needed during your retirement journey.
DOWNLOAD THE GUIDE
Will the Presidential Election Results affect your Retirement?
Find out how to help preserve your hard-earned savings from the political winds coming out of Washington, D.C. In our free guide, you’ll learn about:
- Economic fluctuations that can stem from a presidential election
- How long the effects of an election might be felt
- Things you can do to help avoid a potential dip in your nest egg
Why Use a SmartVestor Pro?
With a SmartVestor Pro, you know for sure you’re getting the same type of advice Dave Ramsey would give. They have the heart of a teacher, not the attitude of a salesman. They're also more than just a "financial planner", they're someone you can relate to and share your dreams with.
With a SmartVestor Pro, you know for sure you’re getting the same type of advice Dave Ramsey would give. They have the heart of a teacher, not the attitude of a salesman. They're also more than just a "financial planner", they're someone you can relate to and share your dreams with.
Access Our Complimentary
All Weather Portfolio Test
Just as the seasons change, so can the economy. We use our All Weather Portfolio Test to gauge investment risk in different economic scenarios.