Legacy Wealth Advisors 41700 Hayes Road, Clinton Township, MI 48038

Legacy Wealth Advisors, located at 41700 Hayes Road in Clinton Township, Michigan, is a finance institution that values treating clients like family. Instead of just focusing on transactions, we prioritize understanding your goals and envisioning your ideal retirement. Our goal is to provide you with peace of mind knowing that you will have the financial means to maintain your desired standard of living in retirement.

We take a comprehensive approach to retirement planning, offering transparent, seamless, and proactive service. This means you no longer have to juggle multiple financial professionals – we handle everything for you. By utilizing a disciplined investment process, we can create a portfolio tailored to your risk tolerance and financial objectives.

At Legacy Wealth Advisors, we believe that retirement should be a shared goal. Let us help you design a plan for the retirement of your dreams. Our team of professionals can also assist you in identifying potential tax savings and restructuring opportunities to optimize your financial situation.

In addition, we understand the importance of estate planning. Through our partnership with the law firm of Stewart and Bruss, PC, we can help you create an estate plan that aligns with your intentions, maximizes efficiency, and minimizes costs and taxes.

If you have questions about retirement planning and are seeking a financial advisor who genuinely cares about you and your goals, we invite you to reach out to us at Legacy Wealth Advisors. Contact us at 586.273.0072 or email us at [email protected] to start the conversation.