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It can be difficult to make financial decisions without access to information. We’re committed to helping you make informed decisions about your financial future.


At Legacy Wealth Partners, we hold informational seminars for our clients and the greater community that feature information on specific retirement topics. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

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Securities offered through Level Four Financial, LLC member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, an SEC registered investment advisor. Insurance products are offered through Level Four Insurance Agency and/or Level Four Financial, LLC. Level Four Advisory Services, LLC, Level Four Financial and Level Four Insurance Agency are separate but related entities. Accounts are carried by Raymond James & Associates, Inc. Member New York Stock Exchange/ FINRA / SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.

Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income. Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax, legal, fiduciary or investment advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income.  Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.