Legacy First Financial Group
Senior Financial Consultant
(704) 845-9030
info@yourlegacyfirst.com
Our Process
We start with a budget on your current lifestyle and build a personalized plan around expected pensions and optimized Social Security Election planning. Through tax forecasting we manage marginal tax brackets to minimize wealth transfers to the IRS during your Retirement years. Lastly we pinpoint your year of Financial Independence - this is the year that you only continue to work because you want to NOT because you have to!
