You've built a legacy.

Now, let's make it thrive.

You’ve spent a lifetime building more than just wealth; you’ve crafted a legacy. At Legacy Financial Advisors, we understand that your financial concerns go beyond simple wealth accumulation. It’s about ensuring your golden years are as golden as your ambitions and protecting the future you're building for your loved ones.

Commitment to Your Retirement Goals

Whether you're planning to retire in the next few years or decades from now, our personalized approach ensures that your retirement income goals are carefully considered and catered to.

Our commitment is always to your best interests. From our initial discovery phase through ongoing support, we are with you every step of the way, ensuring your retirement income strategies evolve with your life. Our team helps to ensure your retirement strategy is designed to help withstand legal, tax, and economic shifts.

We have been serving retirees and future retirees in the Greenville and Anderson communities in South Carolina, as well as various other states across the US, for more than 20 years. 

We know what it takes to confidently retire and leave a lasting legacy.

The thought of running out of money in retirement is enough to keep anyone up at night. Legacy Financial Advisors understands your financial concerns go beyond wealth accumulation. Our strategies focus on your desires for family, confidence, growth, and continuity.

Retirement: Plan for and manage your income. 

Tax Efficiency: Avoid unnecessary taxes and navigate legislative changes. 

Insurance: Protect yourself and your assets. 

Wealth Management: Grow, preserve and manage your assets. 

Legacy: Pass on a lasting legacy and avoid probate.

Beyond Retirement: Tailored Strategies for Your Future

You've worked tirelessly to reach this point, so why leave the next chapter of your life to chance? Using strategic insurance options, we craft retirement strategies designed to not only meet but exceed your expectations: 

Retirement Income Strategies

Our strategies are as unique as you are. From understanding your lifestyle desires to planning for unforeseen circumstances, we cover all bases to help protect your retirement income.

Tax Efficiency

Plans designed to potentially minimize your tax burden with strategic insight to help ensure more of your hard-earned money is working for you, both now and in retirement.

Legacy Planning Strategy

Leave a lasting imprint. We offer strategies designed to help you transfer wealth in order to help ensure that your legacy is preserved and passed on exactly as you envision.

Insurance Strategies

Protect what matters most. Our team helps ensure you have the right coverage to protect your assets and your loved ones, no matter what life throws your way.

Wealth Management

Create a personalized strategy designed to help grow, protect, and manage your assets according to your unique vision for the future. 

Helping Your Wealth Last a Lifetime

At Legacy Financial Advisors, we understand that true wealth isn't just measured in dollars—it's measured in the life moments and legacies that wealth can create. Together, we can give you the confidence in knowing exactly how your resources are being protected, preserved, grown or spent.

Committed to helping you manage your resources so you can retire—and stay retired.


“As the CEO and founder at Legacy Financial Advisors, my passion comes from a personal challenging experience. Growing up in a large family, there weren’t enough financial resources when it was my turn to go to college, creating a personal hardship. As a young adult, I realized that with proper financial planning years prior, this hardship could have been avoided. 

 

This sparked my interest in all things financial and inspired me to try to help others address their financial futures so that they are better prepared to successfully meet their goals—like retiring with confidence, protecting wealth, and leaving a meaningful legacy.” 

Felicia Littlejohn

Together, we create stepping-stones on your customized retirement pathway to help you reach your goals on your timeline. 

Legacy Financial Advisors follows a four-step process to help guide us as we discuss your goals and create tailored strategies based on your personal situation. 

Discover


Uncover what your ideal retirement looks like. What are your dreams and aspirations? 

Evaluate


Examine your current situation and determine needs. What do we need to meet your goals? 

Implement


 Implement your recommended strategies and look forward to enjoying your ideal retirement. 

Review


We’ll monitor your progress and meet regularly to assess and make any necessary changes. 

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Resources and insight to support your retirement journey

Download our complimentary brochures and checklists to help you plan for your retirement goals.

5 Essential Strategies to Help Ensure Financial Success in Retirement


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Maximize Your Social Security Benefits: Separating Fact From Fiction


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Questions?

We're here to help.

1200 Woodruff Road

Building A-3

Greenville, SC 29607

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