Legacy Financial Network
Founded by Michael Markey, Legacy Financial Network and LFN Advisors, Inc. are our two financial services firms focused on conservative money strategies that work together to provide comprehensive retirement planning for our clients.
Legacy Financial Network was established on the belief that the client should come first and everything else will fall in line. They have carried on this belief through education, not only of their advisors, agents and staff, but also their clients.
Our company has expanded to 3 locations in Michigan with its growth fueled by focusing only on those people who are preparing for, or already in retirement. This focus has allowed Legacy to become one of the leading retirement planning firms in Michigan as well as lowering costs and passing those savings onto the people we serve.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%%, we are here to help you navigate throughout each of the three income planning phases โ accumulation, distribution, and preservation or transfer โ and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
Insurance Solutions
Some retirees underestimate the impact a big market loss may have on the future of their income. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
Legacy Planning
Legacy Planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether youโre looking to preserve assets for future use, or transfer your wealth to beneficiaries.
Life Insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.
Medicare
While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
Generational Vault
A virtual โsafety deposit boxโ for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.