The Team

Legacy Wealth Planning
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients, and really get to know them. This way, we understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

Our Staff

Janet Rolfes

Janet Rolfes

Client Service Manager

Marketing Manager
More about me...




  • Central Michigan University - Managemet Information Systems
  • 10+ years in the financial services industry

Roles & Responsibilities

  • Assist clients with account related questions
  • Assist clients with setting up Total View and all online capabilities
  • Responsible for annual marketing plan, budget, event planning and coordination
  • Develop community presence, charitable giving and public relations