Broker Check

10735 Kenai Spur Highway
Suite 3
Kenai, AK 99611

 

Legacy Wealth Management

Roy A. Wells
CFP® CRPC®

Mark Griffin
CFP® CRPC®

(907) 283-5646

 
The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Surprises

Making the most of surprises is a great reason to work with us.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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