Legacy Wealth Advisors

Legacy Wealth Advisors Our first priority is your overall financial success. We offer thorough counsel on each client's wealth management issues.

Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our clients' financial advocate, striving to organize a

nd simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.

It all comes down to what you want your life to look like. This planning is especially important for married couples bec...
06/23/2026

It all comes down to what you want your life to look like. This planning is especially important for married couples because they need to build a plan that complements each person.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

No one tool can turn your pumpkin into a carriage (at least not for long). Instead, several tools work together to help ...
06/16/2026

No one tool can turn your pumpkin into a carriage (at least not for long). Instead, several tools work together to help make your estate plan the bell of the ball.

Building a proper estate plan can’t be done without the right tools. In this piece we’ve divided your toolbag into three sections.

Leaving an inheritance can be a means of keeping the spirit and character of your family alive even after you pass. This...
06/11/2026

Leaving an inheritance can be a means of keeping the spirit and character of your family alive even after you pass. This involves having clear family conversations and careful estate planning.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

If you’re 65 or older, you’re eligible to enroll in Medicare—but this can be a complex process for new retirees. Many ma...
06/09/2026

If you’re 65 or older, you’re eligible to enroll in Medicare—but this can be a complex process for new retirees. Many make assumptions about what type of care Medicare covers, and it’s often less than they think.

If you're 65 or older, you're eligible for Medicare. But Medicare might cover less than you think. What should you do to bridge that gap?

Your estate plan should encapsulate the legacy you wish to pass along for generations. But successfully coordinating you...
06/04/2026

Your estate plan should encapsulate the legacy you wish to pass along for generations. But successfully coordinating your assets, wishes, and family isn’t only a science; it’s also an art.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

You may have heard of the 4% rule for retirement spending, as this is a common rule of thumb that’s been around for near...
05/28/2026

You may have heard of the 4% rule for retirement spending, as this is a common rule of thumb that’s been around for nearly three decades. But does it still make sense to follow the 4% rule? Let’s take a look.

In today's rather unprecedented market conditions, does it still make sense for retirees to follow the 4% rule?

Insurance is designed to provide financial protection for you and your family, but retaining the right amount of coverag...
05/26/2026

Insurance is designed to provide financial protection for you and your family, but retaining the right amount of coverage can be a bit of a balancing act. Here are four signs that you may be overpaying on your policies and strategies to consider.

Insurance is designed to provide protection for you and your family but overpaying for coverage might give away too much of your nest egg.

One of the reasons it is so difficult to talk to parents about their estate plan is the changing dynamics of the situati...
05/21/2026

One of the reasons it is so difficult to talk to parents about their estate plan is the changing dynamics of the situation. While you are grown and have established your own life as an adult, it is important to remember that you are still their kid.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

Estate planning is a complex process, one that is unique to each person and situation. But while each outcome will vary,...
05/19/2026

Estate planning is a complex process, one that is unique to each person and situation. But while each outcome will vary, estate plans start with the same basic structure.

We Specialize In Family-Focused Wealth Management. Our skilled Financial Planners, Attorneys, CPAs, and Insurance Specialists will develop a personalized plan that gives you the power – and a path – to realize your dreams.

"Many people focus on the preparation it takes to get to retirement without putting in the time to consider what they wa...
05/14/2026

"Many people focus on the preparation it takes to get to retirement without putting in the time to consider what they want to accomplish once there. If you don’t plan on picking up a new job anytime soon, retirement is essentially a seven-day weekend—and that’s a lot of time to fill.

Here’s how we recommend recent retirees build a life they love in retirement."

How can you build a retirement lifestyle you love when every day feels like a weekend? Here's how to use your money with purpose!

Address

41700 Hayes Road, Ste A
Clinton Township, MI
48038

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15862730072

Website

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