Legacy Retirement and Estate Planning

Legacy Retirement and Estate Planning, LLC is a North Carolina firm focusing exclusively on helping families plan their retirement, finances, and estate. We strive to protect everything a family has worked hard to save from Wilmington, NC (New Hanover County) to Cary, NC (Wake County). Retirement and estate planning consists of not only achieving a guaranteed rate of return on your investments and portfolio, but also to know exactly your retirement income needs. Often estate planning is needed to help avoid probate, achieve a step up basis, and to insure proper distribution to your loved ones at death. Additionally, people come to us to protect their fixed assets from being liquidated in the event of a nursing home situations.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed