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Investment Adviser Representative
355 South Teller St., STE 200
Lakewood, CO 80226
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Twenty years ago, Terry left a successful 18-year career as a professional stockbroker to start Legacy Retirement Services. Legacy Retirement Services is based in Lakewood, Colorado in the Belmar area. We have had the opportunity to serve retirees and those who are nearing their retirement years in the Greater Denver area for over 20 years.
The transformation from being a stockbroker focused primarily on helping people of all ages grow their assets, to working with people 50+ in age strategically planning for all areas of retirement was a dramatic change in philosophy. Our goal is helping people grow their retirement nest eggs with a low risk approach to asset growth. We use Royal Fund Management for their vast expertise in managing our client’s retirement assets in the markets. Our planning process uses a combination of guaranteed safe insurance programs in combination with Royal Fund’s many different equity and fixed income investment portfolios to dramatically reduce the risk our clients have with their retirement assets.
We work in many areas of retirement with retirement aged people in Colorado. We do tactical and strategic retirement income planning using vast resources to maximize income now and into the future. We strongly believe guaranteed lifetime income is a critical need for most of the people we work with.
Other areas of retirement planning that we provide for our clientele are tax reduction, long term care, Medicare, social security, and legacy planning.
We believe our primary responsibility is to provide our clients with a comprehensive and low risk retirement plan that will provide each client with a safe and sound retirement. We have enjoyed developing strong and trusting relationships with our clients that have lasted for up to 20 years. This is our goal for you.
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.