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About Us
While we are still laying the foundation of our upcoming web site, this page offers an introduction to our firm and how to contact us for more specific information on our services
The experienced professionals at Legacy Retirement Planning can help provide clarity to your financial objectives and direction toward your goals. Our guidance is delivered with a level of integrity and reliability that keeps your needs at the forefront. As an independent firm, we have no proprietary products to sell and no sales quotas to meet, which means you receive recommendations that are unbiased.
We welcome the opportunity to speak with you about your needs and objectives and the potential benefits of working with the financial professionals at Legacy Retirement Planning.
We help our clients build a foundation for their financial future. They appreciate the level of attention and service we provide, and our commitment to building longstanding relationships based on trust.
- Address
- 535 Magnolia Ave Suite 102, Long Beach, California 90802
- roy.woehrman@lpl.com
- Website
- roywoehrman.net
- Phone
- (949) 218-0128
Our Services
No single investment strategy or financial plan works for everyone. Our goal is to deliver highly individualized service that effectively addresses the complexity of your financial situation. Legacy Retirement Planning will analyze where you are financially, where you want to go, and what matters to you the most. We can then tap our knowledge and resources to develop a strategic plan for your vision of the years ahead. Our level of service ensures that your questions are answered and that you have a thorough understanding of our recommendations. Contact us today to discover the value of our experience, unbiased advice and personal service.
