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Retirement Strategies

If you're like most Americans, you're concerned about retirement.

Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At New Legacy Financial, we help you establish a strategy that if followed, will help ensure you don't outlive your money.

We have a full suite of services to help you down your financial path including but not limited to:

  • Lifetime Income Strategies (Income Allocation)

  • Traditional IRA

  • Roth IRA

  • 401(k) and 403(b) Considerations

  • Defined Benefit Plans

  • Fixed Annuities

  • Fixed Index Annuities

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Contact us for a no-obligation, complimentary financial review!

1099 W Governor Rd. • Hummelstown, PA 17036

Phone: (717) 707-7750  |  Email: connect@newlegacyfinancial.org

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and New Legacy Financial, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

© 2024 New Legacy Financial. All Rights Reserved.

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