Life & Legacy Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Michael Klassa

Michael Klassa

CFP®, CRPC®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Klassa's website
William V Caddick Jr

William V Caddick Jr

CFP®, CRPC®, AWMA®, ChFC®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit William V Caddick Jr's website
John Loveland

John Loveland

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit John Loveland's website
Richard J Kidwell

Richard J Kidwell

CRPC®

Associate Financial Advisor

Visit Richard J Kidwell's website
Pamela Lee

Pamela Lee

Financial Advisor

Visit Pamela Lee's website
Tisa Sherry

Tisa Sherry

Financial Advisor

Visit Tisa Sherry's website

Team

Amy P. Marchel

Amy P. Marchel

Executive Assistant

Melissa K. Aughenbaugh

Melissa K. Aughenbaugh

Paraplanner

Erin Hipwood

Erin Hipwood

Receptionist

Melissa B. Merem

Melissa B. Merem

Client Service Coordinator