Legacy Wealth Advisors

Legacy Wealth Advisors Our first priority is your overall financial success. We offer thorough counsel on each client's wealth management issues.

Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our clients' financial advocate, striving to organize a

nd simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.

You may have heard of the 4% rule for retirement spending, as this is a common rule of thumb that’s been around for near...
05/28/2026

You may have heard of the 4% rule for retirement spending, as this is a common rule of thumb that’s been around for nearly three decades. But does it still make sense to follow the 4% rule? Let’s take a look.

In today's rather unprecedented market conditions, does it still make sense for retirees to follow the 4% rule?

Insurance is designed to provide financial protection for you and your family, but retaining the right amount of coverag...
05/26/2026

Insurance is designed to provide financial protection for you and your family, but retaining the right amount of coverage can be a bit of a balancing act. Here are four signs that you may be overpaying on your policies and strategies to consider.

Insurance is designed to provide protection for you and your family but overpaying for coverage might give away too much of your nest egg.

One of the reasons it is so difficult to talk to parents about their estate plan is the changing dynamics of the situati...
05/21/2026

One of the reasons it is so difficult to talk to parents about their estate plan is the changing dynamics of the situation. While you are grown and have established your own life as an adult, it is important to remember that you are still their kid.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

Estate planning is a complex process, one that is unique to each person and situation. But while each outcome will vary,...
05/19/2026

Estate planning is a complex process, one that is unique to each person and situation. But while each outcome will vary, estate plans start with the same basic structure.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

"Many people focus on the preparation it takes to get to retirement without putting in the time to consider what they wa...
05/14/2026

"Many people focus on the preparation it takes to get to retirement without putting in the time to consider what they want to accomplish once there. If you don’t plan on picking up a new job anytime soon, retirement is essentially a seven-day weekend—and that’s a lot of time to fill.

Here’s how we recommend recent retirees build a life they love in retirement."

How can you build a retirement lifestyle you love when every day feels like a weekend? Here's how to use your money with purpose!

A Roth IRA is an unassuming powerhouse that brings a lot to the investment table. With tax-advantaged growth, they may p...
05/12/2026

A Roth IRA is an unassuming powerhouse that brings a lot to the investment table. With tax-advantaged growth, they may play an essential role in developing a well-rounded retirement income strategy.

A Roth IRA is an effective tool for building wealth and growing your tax-free retirement income bucket. Here are ideas to leverage it.

While sitting down with your spouse to prepare your estate plan, you’ll likely talk about two fundamental documents: a w...
05/07/2026

While sitting down with your spouse to prepare your estate plan, you’ll likely talk about two fundamental documents: a will and a trust. But before you get lost in a sea of internet search queries about which is right for you, let’s take a step back and help you create a strong foundation that may reveal your needs and clarify the answer.

Wills and trusts are widely discussed estate planning topics. Why? They have a core concept in common: expressing intent. But, how different are they?

Your estate plan should reflect your individual needs—not the needs of others. Remember, there are three core planning e...
05/05/2026

Your estate plan should reflect your individual needs—not the needs of others. Remember, there are three core planning elements to keep in mind when establishing a tailored estate plan: honoring intent, maximizing efficiency, and minimizing taxes.

Your estate plan should reflect your individual needs—not others. So, why could you benefit from a custom estate plan when others haven't?

When considering your countdown to retirement, start by identifying all of your assets, including anything in your retir...
04/30/2026

When considering your countdown to retirement, start by identifying all of your assets, including anything in your retirement accounts (401(k), IRA, etc.), brokerage accounts, real estate, cash savings, etc.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

Address

41700 Hayes Road, Ste A
Clinton Township, MI
48038

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15862730072

Website

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