Legacy Advisors helps couples and individuals plan for retirement and organize their financial and estate life.

Many who seek our help have money invested in stocks and bonds, but wish to have a more tax-friendly and well-performing portfolio. They have realized that retirement is not as far away as it once seemed! They are concerned about taxes and how they will pass their assets to the next generation. They don’t know how much insurance they need. They have come to appreciate the value of expert unbiased financial and estate advice and are willing to follow it.

You will be most successful and achieve the greatest benefits and results from working with us if:

  • You understand the need and the value of getting professional assistance on financial and estate matters. You are open to good advice and want to know that your advisor is working for you and is following the latest investment and tax law changes.
  • You want to actively participate in building your financial and estate future rather than handing it over to your advisor. You want an advisor with whom you can partner, someone who will guide you through your decision making, someone you can call with questions.
  • You are willing to share your financial and estate concerns, desires, and goals. You desire a holistic approach to your wealth and legacy planning because you understand that all aspects of your life relate to your finances.
  • You are committed to making the changes, when needed, that will help you achieve your goals. You are open to learning and taking new actions. You agree to pay yourself first in order to achieve your financial goals.

What our clients can expect.

You’ll make better financial and estate decisions. You will understand the implications of your decisions within the context of your goals, priorities, and options open to you.

You will have a dynamic financial and estate plan, one that is as unique as you are, one that changes with your circumstances. Your financial and estate plan is as unique as your goals and your values. We identify your life and legacy goals, and then we integrate every aspect of your finances – taxes, investments, estate planning, risk management, education planning, retirement, and more – so that those goals are supported.

You will save on taxes. Paying more than you legally owe in taxes is a sure way to impede your financial progress. We pay particular attention to this concern, and we evaluate every recommendation we make for its tax implications.

You will save on fees. While we are not the least expensive financial and estate advisor, we are committed to providing value that exceeds the fee. If we do not believe that you will realize savings that add up to more than your fee, we will offer you a retainer option more appropriate to your situation.

Are you ready to start working together?

Call us at 781-556-1038, or e-mail us. We’ll schedule a short telephone meeting so that we can learn what you’ve done in the past; what you want to achieve in the future; and whether working together may be right for us.