Bernhard Capital

Legacy Wealth Partners is a Baton Rouge-based financial advisory firm that specializes in providing personalized retirement strategies tailored to individual needs. With a team of experienced professionals, they offer comprehensive services ranging from wealth management and investment strategies to retirement income planning and asset protection strategies. As an independent firm, Legacy Wealth Partners has the flexibility to offer a wide array of products and approaches to meet specific financial goals. Their commitment to client success is evident in their three-step process, which involves understanding retirement dreams, translating them into actionable plans, and providing ongoing monitoring to ensure long-term financial security.Generated from the website

The Abel Hall approach to your financial goals in retirement is simple; we start with your budget, we ensure your safety and protection against what can go wrong, and we design a plan that will achieve your goals. Having the tough conversations and discussions up front allows you to be prepared for all that life has in store. After all, a ship is only unsinkable until it hits a rock. Accounting for things like life insurance and long-term care insurance should all be a part of your retirement plan; once these are discussed, a closer look at your financial behavior will lead us to develop a strategy that allows you to retire with independence, dignity, and happiness.