Are you ready to talk about your financial future?

img partnership.jpg

If you are unsure or concerned about any of these 5 critical areas of your financial future, we can help. 

Should Ken or Ted and their team work together with you on your valuable retirement savings, you will be more than a client…you will become a member of the Legacy Family.


Your consultation with a Principal Advisor (at our office or your location) will be private and confidential. We will talk in detail to discover the needs of your unique situation. Then we create a customized plan that feels right for your family.


We can’t wait to help you set up your finances in a way that’s true to your values, while setting your family up for a successful financial future.

Get a free, no pressure, no hype, consultation


Let's design your financial legacy

Reduce risk in your investments

Create guaranteed lifetime income streams

Create a solid retirement plan

Scroll to Top