I’m Erin Willis, Founder and CEO of Legacy WealthCare. Regardless of how much you have, I’ve found that most people share the same concerns.
Do I have enough to retire / when can I retire?How long will the money last?Can I maintain the lifestyle I want to have?Are my investments optimized for my goals and situation?Do I have any financial blind spots?If something happens to me will my family be ok?When the time comes, will I leave a mess behind?
If this sounds familiar, you’re not alone. If you’re looking for help or would just like a second opinion, click on the links below to call me or schedule a free consultation.