The team behind Legacy Capital Planners, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Since entering the financial services industry in 1999, Todd has dedicated himself to helping retirees pursue their future goals.
He specializes in investment management, retirement income planning, estate planning, long-term care and tax planning. Todd started his career at John Hancock Financial Services in McLean, Virginia, helping clients protect themselves against the high cost of long-term care. He then moved to New York Life, where he was trained on portfolio and asset management.
He specializes in investment management, retirement income planning, estate planning, long-term care and tax planning. Todd started his career at John Hancock Financial Services in McLean, Virginia, helping clients protect themselves against the high cost of long-term care. He then moved to New York Life, where he was trained on portfolio and asset management.
Services
At Legacy Capital Planners, LLC, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
There's more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the differences between the four parts, making Medicare work for you requires more than just signing up. I acknowledge that Legacy Capital Planners, LLC is not affiliated with Medicare, CMS or any government agencies.
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