We provide full service financial planning for individuals, families and small businesses. Service include retirement plans (IRA, SEP 401 (k), 403(b); investments (mutual funds, 529 plans, managed accounts); fee-only plans and insurance (life disability and long-term care). We provide the education and confidence clients need to make informed financial decisions.
Legacy Health and Wealth Solutions provides financial education and wealth strategy services focused on retirement planning, Medicare education, long-term care planning, and protecting family assets. Founded by registered nurse and wealth strategist Lakisha Small, the firm helps individuals, families and small business owners understand the financial impact of health care, taxes and retirement so they can build, protect and preserve their wealth and legacy.
