Secure Your Financial Future with Legacy Retirement Strategies
Welcome to Legacy Retirement Strategies, where I have been dedicated to helping clients navigate insurance, retirement strategies, and long-term care planning since 2012. My mission is to work closely with each client to understand their goals, values, and unique financial situation, ensuring that every recommendation is tailored to their needs.
About
My name is Ben Lawson, and I am passionate about helping individuals and families plan for a secure financial future. With over a decade of experience in the financial industry, I have assisted numerous clients in achieving their financial goals. I believe in building long-lasting relationships with my clients based on trust, integrity, and personalized service.
Discover Your Financial Health
Get Your Score
Discover your financial wellness with my complimentary Financial Wellness Score Assessment. In just 10 questions, gain valuable insights into your financial preparedness for the future. Your personalized score will help identify key areas of strength and opportunities for improvement, and we can review the results together to create a strategy that aligns with your goals. Take the first step toward securing your legacy today!
Services
Retirement Consultation
Planning for retirement is more than just saving—it's about creating a strategy that aligns with your goals and lifestyle. Our retirement consultations provide personalized guidance to help you navigate income planning, investment strategies, and long-term security. Schedule a consultation today to take the next step toward a confident retirement.
Insurance Consultation
Protecting your future starts with the right insurance strategy. Our insurance consultations help you navigate life insurance, long-term care, and other coverage options to ensure you and your loved ones are financially secure. Schedule a consultation today to get personalized guidance tailored to your needs.
Long-Term Care Planning
Planning for long-term care is essential to protecting your assets and ensuring your future comfort and independence. Our long-term care planning consultations help you explore coverage options, costs, and strategies to safeguard your financial well-being. Schedule a consultation today to start preparing for the future with confidence.