Featured Book: The Peaceful Path to Retirement
The Peaceful Path to Retirement explores the financial challenges people face as they approach retirement and the strategies that can help create stability and confidence. Through simple stories and real-world examples, Eric Faidley and Tyler Snook explain how factors like market volatility, taxes, and income planning can impact your future, and how a thoughtful retirement strategy can help bring clarity and peace of mind.
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Written by the Founders of New Legacy Financial
WELCOME TO
New Legacy Financial
At New Legacy Financial, we help individuals and families navigate important financial decisions as they prepare for and move through retirement. Our focus includes retirement income planning, Social Security strategies, tax considerations, legacy planning, and other key areas that can affect long-term financial confidence.
While many of our clients are located throughout Hershey, Hummelstown, Lebanon, York, Red Lion, and the surrounding Central Pennsylvania area, we also work with individuals and families across the country through virtual meetings and ongoing remote support.
WHY CHOOSE NEW LEGACY FINANCIAL
A Team Designed With Excellence In Mind
Fiduciary
Wouldn’t you like an Investment Advisor Representative (IAR) that acts in your best interest and not their own? That’s what you deserve. That’s what you will get.
Independent
As an independently owned and operated business, we answer only to you. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.
Comprehensive
Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.
Responsive
Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.
Next Step?
READY TO TAKE THE
Contact us today to learn more about our services and how we can help you!