Retirees & Pre-Retirees

You have been working your entire life for this opportunity to enjoy, relax and retire! At Legacy Avenue we understand that our clients have different aspirations for retirement. No matter your goals—whether you want to travel the world, buy a second home or just enjoy time with your grandchildren we will work together to give you the lifestyle you desire. No matter if you have done a lot of planning or no planning we are here to help!

Retirement Planning

Investment Management

Estate Planning

Extended Care Planning

Charitable Planning