PLAN STRATEGICALLY

SUCCEED INTENTIONALLY

Our goal is simple; help our clients live more enjoyable retirements with a little help from smarter planning.

OUR MISSION

To improve the lives of the people we work with by helping them make smart financial decisions. We do this by following a specific process in how we work with our clients and make planning and education a focal point in our process. Our belief is that those that have a plan will achieve better results than those who don't. Each of our clients have a written plan outlining what they want to accomplish with their money, a strategy to get there, and a clear vision of where they are headed.

 

RETIREMENT planning

The strategies you undertake today can have a dramatic effect on your lifestyle during retirement. It all starts with a plan.

INVESTMENT MANAGEMENT

Risk based investment strategies to help you achieve your financial goals

wealth management

A comprehensive approach to financial management so that everything works together seamlessly.

 
OUR ADDRESS

18302 REDWOOD PATH San Antonio, TX 78259

Email: aaron@legacyris.com
Tel:  512-940-2165

Fax: 210-519-3040

 

For any general inquiries, please fill in the following contact form:

 

CONTACT

LEGACY

© 2020 by Legacy Retirement & Investment Services

 

Securities and Advisory Services offered through GWN Securities, Inc.  A Registered Investment Advisor, Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Legacy Retirement & Investment Services and GWN Securities, Inc. are non affiliated companies

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