Life & Legacy Wealth Advisors

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



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
Pamela Lee

Pamela Lee

Financial Advisor

Visit Pamela Lee's website
Jen Bessen

Jen Bessen

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jen Bessen's website
Tisa Sherry

Tisa Sherry

Financial Advisor

Visit Tisa Sherry's website

Team

Melissa K. Aughenbaugh

Melissa K. Aughenbaugh

Paraplanner

Amy P. Marchel

Amy P. Marchel

Executive Assistant

Erin Hipwood

Erin Hipwood

Receptionist

Melissa B. Merem

Melissa B. Merem

Client Service Coordinator