Financial Planning
Planning for Retirement
Whether you're just entering the workforce or preparing for retirement, our financial planners can advise you based on your unique needs- at no cost.
The first call with a planner will be relatively high-level, so just be prepared to talk about your personal financial picture and goals. Depending on your priorities, you may want to know your take-home pay, monthly spending, investment account balances, debt balances, and current savings strategies.
A financial plan is a roadmap that helps you achieve your goals.
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Call us: (202) 495-1049
info@thelegacyinsuranceteam.com
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