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You are unique

Make sure your retirement plan is too.

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You’ve spent your whole life working hard, spending smartly and saving for retirement. You’ve even accidentally become a millionaire along the way. Now you want to turn your retirement dreams into reality.

How can you make that shift from saving for to living in retirement?
That’s where we can help.

At Wealth Legacy Institute, we specialize in working with ‘accidental millionaires’ like you who are ready to experience the unique retirement you’ve envisioned: One that is happy, healthy, and fulfilling. We guide you through a structured financial planning and investment management process, to help you make decisions that support your vision. But our help doesn’t stop there. We care deeply about fostering long-term, collaborative client relationships, helping you throughout your retirement with unbiased advice.

You can live the retirement life you imagine.  Start today.
Take our 3-minute Retirement Readiness QuizTM

Our Process

Discover

Uncover your financial values, attitudes, and goals that will begin to shape your master plan.

Design

We'll create tailored strategies, tactics, and tools to match your financial planning goals.

Make Good

Together, we set your plan in motion by implementing our recommendations.

Grow

Measure and evaluate your progress towards your unique goals – in person, video chat, or phone.

Retire in Denver

Denver, Colorado is a beautiful city. Not only are there plenty of outdoor opportunities to keep you entertained and energized, but the city enjoys four true seasons throughout the year to satisfy everyone from a sun lover to a snow bunny. These characteristics make Denver an idyllic location to retire.

In our three-part guide, we help you define your retirement vision, provide pertinent research specific to retiring in Denver, and show you how to blueprint your personal retirement plan. We can also help match you with a qualified fiduciary financial advisor in Denver to help you throughout the process.

Download this FREE guide and learn how to transform your financial life and enjoy the freedom and success you deserve.

Download the Guide to Retiring in Denver!

Work with a fiduciary to ensure you're getting the best advice.