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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Blue Legacy Advisors

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United States
Virginia Beach, VA
Blue Legacy Advisors

WELCOME TO BLUE LEGACY ADVISORS
YOUR LEGACY, OUR EXPERTISE! Navigating life's transitions can be daunting.

With our expertise, professionalism, and
comprehensive suite of financial solutions, we're ready
to help you reach your goals. We help you protect what you work hard to earn through comprehensive financial solutions designed to fit your needs. We provide you with guidance and expertise to help you make sound financial decisions that help you stay on track for achieving your goals. With headquart

ers in Virginia Beach, we help thousands of individuals, families and businesses across Virginia. We have additional offices in Lynchburg, Charlottesville, Harrisonburg, Roanoke, Franklin, Emporia, Williamsburg, and Newport News. Our network of highly-trained financial professionals provides our clients with a wide array of insurance and financial products and services to help them attain their long-term financial goals.

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MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

03/16/2023

With tax brackets lowering in 2023, now may be the time to convert your traditional IRA to a Roth IRA. We should talk and consider an annuity as a partner product that has lifetime income and limited tax liability. https://blog.massmutual.com/post/roth-conversions.

03/06/2023

Did you know that Delaware is considered to be the most age-friendly place to retire in the US? Because retirement doesn't simply boil down to the assets you've saved over the years, MassMutual has partnered with the Age-Friendly institute to find the most age-friendly places to settle down for post-work life. https://bit.ly/3L1CBwd.

03/02/2023

Changes to the SECURE act have made it so you can keep contributing to your retirement savings longer before your required minimum distributions kick in. Let’s discuss how annuity products can provide more options for your retirement strategy and stretch the value of your dollar. https://www.massmutual.com/efiles/ann/pdfs/an7017.pdf.

02/23/2023

Times change and so might your retirement situation. If you have an annuity as part of your plan, let’s chat and see if keeping or exchanging it makes sense.

02/16/2023

You need to protect the funds you’ve been building over the years from taxes, inflation, and other market challenges. Think about rolling over your qualified retirement savings accounts into a fixed annuity to defend against market risk and guarantee your income. https://bit.ly/411PQCz.

02/09/2023

It may not be best to immediately start pulling money from your retirement accounts as you exit the workforce. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments and plan for a long retirement. https://www.massmutual.com/financial-wellness/calculators/retirement-calculator.

02/02/2023

2022 was a tough time for a lot of people and concerns about the economy have rarely been higher. Let’s get past the doom and gloom and talk through your plans to weather the rocky economy. https://www.massmutual.com/about-us/news-and-press-releases/press-releases/2022/11/massmutual-consumer-spending-and-saving-index-inflation-and-recession-fears-have-americans-looking.

02/01/2023

At Empact Strategic Partners, we believe teams go further faster. Join us and utilize our robust tools and resources to help your advisor team maximize results together. Contact Liz Hudy, Director of Recruiting at [email protected].

01/31/2023

Small business owners usually don’t have the luxury of plan-sponsored retirement plans. Don’t let that stop you from saving— you can create your own pension-like income. Connect with me to learn more. https://blog.massmutual.com/post/fixed-deferred-annuity-business

01/26/2023

Annuities are a great way to allow your savings to grow tax-deferred. Let’s get together to discuss how to keep as much money in your pocket as possible. https://bit.ly/3WCc7Ud.

01/25/2023

Consider this: the collective knowledge of over 7,000 financial professionals working in your favor. Accelerate your practice growth through the wisdom of others. Join us today: https://bit.ly/3wuIE4c

01/24/2023

Women are making better headway when it comes to long-term investments, often outperforming their male counterparts. Learn what women do right when it comes to retirement investing. https://blog.massmutual.com/post/retirement-planning-women-right

Address

919 First Colonial Road, Suite C
Virginia Beach, VA
23454

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17574934306

Website

https://www.bluelegacyadvisors.com/

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