Plan the Next Chapter with Confidence
Legacy Planning Advisors offers retirement planning services for Atlanta families that cut through confusion and create greater financial clarity.
A Comprehensive Approach To Retirement Planning
Perhaps retirement is a few years away, or you’ve already built substantial wealth but feel unsure how to coordinate your investments, taxes, estate plans, and income strategy. Maybe you simply know you shouldn’t be navigating this season alone.
At Legacy Planning Advisors, retirement planning is about more than numbers. It’s about helping you step into your next chapter with wisdom, confidence, and purpose.
Navigating Complexity
High-net-worth retirees often face the complexity of multiple retirement accounts, scattered assets, or additional real estate. We’ll help you navigate each challenge and provide more clarity through a comprehensive plan.
Holistic Approach
Most relationships with Legacy Planning Advisors begin with a thorough planning process. This is not a quick portfolio review. It is a thoughtful, structured evaluation of your entire financial picture.
Biblical Stewardship
Our approach is grounded in biblical principles of stewardship, wisdom, and integrity. We believe wealth is a tool—one that can create meaningful impact when aligned with your faith, family, and long-term vision.
Preparing Wisely
Many of our clients are about 2-5 years from retirement and have significant assets. By starting with where you are now, we can build a plan that considers your needs in retirement, your estate planning wishes, and your charitable giving goals.
Clarity Over Chaos
While each piece of the puzzle matters, like tax efficiency and investment returns, we focus on creating clarity in the big picture. We will collaborate with your CPA, estate planning attorney, and other professionals when appropriate to ensure you have a guide at every step.
Meet The Winfields
Shane and Laurie Winfield had a relatable problem: decision fatigue. Shane’s 30-year career offered him a multitude of stock options and a pension with numerous possibilities on how and when to take each benefit, but no clarity on what would work best for him and Laurie.
The Winfields needed further financial clarity to help them make key decisions, including a stock options strategy presented in a way that’s clear and easy to understand. Proactive planning like this can lead to greater clarity for families like the Winfields. That’s why comprehensive planning is so important when looking ahead to retirement.
Create More Structure and Strategy In Your Retirement Plan
It all starts with a conversation with our team where we will get to know you and your family, including your retirement goals. From there, we’ll create a financial plan that reflects our conversation with you. This conversation is complimentary and obligation-free.
FAQ
Our retirement planning process includes gaining a deep understanding of what you want out of your retirement, and then helping you create a plan to get there. This includes coming up with an investment strategy that makes sense for your age and risk tolerance, considering potential “tax traps” in your withdrawal strategy, thinking through your charitable giving goals for retirement, analyzing your insurance needs, supporting your estate plan, and more.
No, you do not need to live in the Atlanta area to work with us. We work with clients all across Atlanta, Alpharetta, Johns Creek, and Suwanee, but we also have clients who meet remotely with us across the country.
With a number of CERTIFIED FINANCIAL PLANNER® professionals on our team, we take a comprehensive, unbiased approach to your retirement plan, always operating in your best interest. Our approach is always values-based, putting the needs and values of you and your family at the forefront of every planning decision.
Yes! We can help you with rolling over 401(k) accounts and Roth conversions. When you are ready to start withdrawing money, we can help you create a strategy for which “pocket” to pull from when, keeping tax considerations in mind.
