Legacy Retirement Group

Jun 2023

I met with Greg Taylor today. First I want to say that he is the same friendly, knowledgeable guy in person as he is on the radio. He answered all of my questions and was forthcoming that I don't need his help yet as I am currently doing all the right things for my stage in life, and the one thing I need to focus on before tax rates change. He was able to dispel my one fear, which is whether my life insurance was sufficient coupled with my other assets, so that my wife would never run out of money if I was no longer around. I also learned that with his approach I only need about a third of the money I thought that I needed in order to retire if I chose to do so today....read full review