Legacy Wealth Strategies LLC

Legacy Wealth Strategies LLC Legacy Wealth Strategies is a company designed to help grow and protect your earned and unearned income. PAS is a wholly-owned subsidiary of Guardian. S.

We have a team with specialists in estate planning, financial planning, and investment planning. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Lifetime Financial Growth is not

an affiliate or subsidiary of PAS or Guardian. Lifetime Financial Growth is not registered in any state or with the U. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License 0H46340

This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2023-4480/

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
06/03/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Have a strategy for discussing healthcare with your parents.
06/01/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
05/31/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident...
05/29/2026

Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident about your financial future

By carving out a little time now, you can enter the new year more confident about your financial path forward

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
05/27/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
05/25/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

When was the last time you paid yourself first?
05/24/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Estate planning is how you decide where your wealth goes when you’re gone—your heirs, your favorite causes, or the IRS. ...
05/22/2026

Estate planning is how you decide where your wealth goes when you’re gone—your heirs, your favorite causes, or the IRS. It matters because without a solid plan, taxes, legal fees, and probate can erode your legacy before it ever reaches the people you love.

We can help.

A core truth of Estate Planning 101 is that building wealth is only half the battle; the other half is protecting it so it actually reaches the people you love.

Three important questions to consider before you start taking.
05/22/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get gu...
05/20/2026

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get guaranteed retirement income with an annuity. Here’s how.

Get guaranteed retirement income with an annuity. Here’s how.

Address

8425 Pulsar Place STE 450
Columbus, OH
43240

Telephone

+16148324994

Website

Alerts

Be the first to know and let us send you an email when Legacy Wealth Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Featured

Share