OneLegacy Advisors

07/08/2025

05/06/2025

We are hosting an Informational & Educational Retirement Class at NWTC in the Corporate Conference Center Building tonight at 6:00 p.m. Class is 1 hour plus 30 min Q & A. Informal with lots of good info! Interested? Comment Below or Send us a message. Hope to see you tonight! Parking in lot F, Enter through Door 7. Class is in Room CC210.

What are we covering In Class?
- Income & Financial Foundations for Retirement
Social Security, Pension, 401K/IRA's, Roth Conversion
- Healthcare & Insurance
Medicare basics, Long-term care, life insurance
- Legacy & Estate Planning
Wills, Trusts, Powers of Attorney, Charitable Giving & leaving a legacy, transfer rules 101
- Putting it All Together
Setting short and long-term goals w/actionable steps, preparing for unexpected challenges like market down-turns & health issues and how to plan, creating a retirement roadmap

04/25/2025

Draft Day 1 in GB was a Big Success! We had so much fun seeing our clients and friends out celebrating!! We live in the best place with the best community! 😀🏈🥳

04/25/2025

Green Bay Shows Up!!

GREEN BAY, Wis. (WFRV) – The NFL Draft is under an hour from now and the Titletown campus is packed with massive crowds, and the NFL said entry is temporarily on pause. According to the NFL O…

04/24/2025

#1 Draft Pick for Financial Services in Green Bay Wisconsin and the Surrounding Areas!! 😀🤩⭐️⭐️⭐️⭐️⭐️ Come check us out!

04/23/2025

The Draft Fun & Festivities Start Today! 😀 🥳🤩😀

04/18/2025

Our office will be closed today, on Good Friday. We hope you all have a Happy Easter Weekend! 😀