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Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

Legacy Financial Consulting Services

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Erie, PA
Legacy Financial Consulting Services

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We strive to serve the community and help you pursue your financial goals by making prudent and tax-

10/31/2026

Wishing our clients, neighbors, and community a safe and happy Halloween!

We hope your day is filled with fun, laughter, and plenty of sweet moments with the people you care about.

10/29/2026

“I can help” is a caring place to begin. The next conversation is about what that help could realistically involve.

Would support mean coordinating appointments, helping with transportation, keeping track of paperwork, or contributing to certain expenses? How much time is available, and who could step in if circumstances change?

A thoughtful conversation can help everyone understand what support may involve.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

10/27/2026

A new job, reduced hours, pension income, or a change in household circumstances can affect more than the mthe monthly budget. It may also be a reason to review federal tax withholding before the year ends.

The IRS Tax Withholding Estimator can provide a useful starting point, while a qualified tax professional can help address questions specific to your situation.

A review does not predict a refund or tax bill, but it can help you understand whether your current withholding still reflects your circumstances.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

10/22/2026

In many households, one person naturally becomes the keeper of the financial details.

But if that person were temporarily unavailable, would their spouse or another trusted person know where to begin? Knowing how to locate key professional contacts, recurring obligations, and important records can make an unexpected handoff less overwhelming.

A simple walkthrough now can make things easier later.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

10/21/2026

Please join us in wishing our wonderful colleague, Laurie Warren, a very happy 12-year anniversary with Legacy Financial Consulting Services!

For the past 12 years, Laurie has been such an important part of the Legacy family. Her dedication, kindness, and genuine care for others shine through in everything she does. Whether supporting our team or helping the people we serve, Laurie brings a steady presence, a thoughtful approach, and a personal touch that make a difference every day.

We are so fortunate to have Laurie as part of our team and truly grateful for all she has given to Legacy over the years.

Laurie, thank you for all you do and for being such a valued part of our Legacy family. Congratulations on an incredible 12 years!

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/czLLVec
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

10/20/2026

A beneficiary designation may stay unchanged even when the rest of life does not.

Marriage, divorce, a birth, a death, or another family change can be a reason to review the names currently listed on retirement accounts, insurance policies, and other financial accounts. Each account or plan may have its own rules and forms.

If your circumstances have changed, consider reviewing what is currently on file with the appropriate financial and legal professionals.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

10/15/2026

Urgency is often what makes an unexpected financial message feel convincing.

Before clicking a link, sharing information, or sending money, pause. Contact the organization through a phone number or website you already know is genuine, not the contact information supplied in the message.

Make it easy for family members to ask for a second opinion without embarrassment. A calm second look can be a valuable family habit.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

10/13/2026

Working fewer days can feel like a comfortable bridge to retirement, but the financial implications deserve a closer look first.

Compare the month you have now with the month you are considering. How would compensation change? Which expenses might stay the same? Could health coverage, retirement benefits, or other employer terms be affected?

Before changing your schedule, bring the real numbers and benefit details into the conversation.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

10/08/2026

A cash reserve can serve a different purpose once regular paychecks begin to change.

Rather than starting with a universal target, consider what you want that money to handle. An unexpected home repair? A temporary income gap? A medical expense that falls outside the monthly budget?

We can help you consider how your reserve fits alongside the rest of your retirement plan.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

10/06/2026

Helping a parent review Medicare coverage can be useful without taking the decision out of their hands.

Medicare Open Enrollment runs from October 15 through December 7, 2026. Start by helping them organize the questions they want answered. Are their preferred doctors still included? Are their prescriptions covered? Have their expected costs or healthcare needs changed?

We’re here to help families identify the financial questions that may belong in the broader retirement conversation.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Legacy Financial Consulting Services
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/WC6ZUkQ
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

Address

127 West 6th Street
Erie, PA
16501

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Telephone

+18148333360

Website

http://lferie.com/

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