Legacy Estate Partners your retirement architects

One-stop shop for trusted advice on investment, retirement, long term care, tax planning, health insurance, Social Security, Medicare, and much more.

Retirement Income

Can you answer these basic questions? When can I retire and how much do I need? What retirement planning tools should I be considering? How should I plan my retirement income? At Legacy Estate Partners, our goal is to educate clients so they know how to plan retirement income. We feel it is important to educate on all aspects of retirement planning including Social Security claiming strategies, covering long term care risks, and customized investment advice. Prepare for your retirement today by taking the steps necessary to secure your future.

Long Term Care

Ignoring the potential that you or your spouse may need long term care after retirement can put your wealth at risk. At Legacy Estate Partners, we can help you determine what solutions can help you meet your needs while preserving your wealth. If you are concerned about LTC needs after your retirement, let us introduce you to the broad products available to help you keep your healthcare costs low after retirement. We can help make sure you are not risking your wealth to get quality, needed healthcare.

Wealth Management

You want to work with someone who offers a broad range of wealth management services. In Iowa, this means turning to Legacy Estate Partners. We pride ourselves in taking a broad approach to wealth management, including taking into consideration your risk tolerance, your current portfolio of assets and your future projected Social Security benefits. We offer fiduciary money management, which means our client’s interests come first.  As independent advisors, we keep all options on the table and build plans that are truly customized to our clients unique situation, goals and objectives.

Legacy Estate Partners Difference

At Legacy Estate Partners, our team has developed a “one-stop shop” for clientele with an extensive local and national network of retirement and estate planning professionals. As a boutique firm, we offer clients a personalized approach, but with comprehensive solutions more often associated with larger firms, a true win-win relationship.

Refreshingly, we value relationships first and foremost.  A quality relationship is the foundation to a quality outcome, which is why we give every client our personal cell phone numbers and encourage clients to keep the lines of communication open at all times with any questions, regardless of when or why! When difficult decisions need to be made, LEP clients know they can get in touch with someone and have a team that is there to help them make those crucial decisions for themselves and their families.

The drive to help people, do right by others, and contribute positively to people’s retirement prospects are what give us real satisfaction in our work, and these are the same values that drive our business practice every day. When you work with Legacy Estate Partners, you have an advisory team, but more importantly, friends for life.