Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Jun
15
Perspectives
Now It’s My Turn
In this edition of our monthly newsletter, we would like to personally thank Legacy Trust co-founder, Bob Prevette. After eleven successful years, Bob will be retiring at the end of June. His… Read More
Jun
12
Perspectives
Supplemental Retirement Income: Is it Right for You?
We sat down with Tom Blower, a Senior Wealth Planner at Legacy Trust, to talk about retirement planning and supplemental retirement income. Q: What is supplemental retirement income and why is it… Read More
Jun
8
News
Quan Mac Joins Legacy Trust as Managing Director of Family Office Services
In her new role with the Grand Rapids investment and wealth-management services provider, Mac will primarily be responsible for managing the anchor relationships of Legacy’s Family Office platform. She will provide thought… Read More
May
19
Perspectives
Cash Flow Planning: Will Your Inflows Support Your Outflows?
At a prior firm, one of my co-workers introduced me to a husband and wife who had been clients for many years. The husband was planning on retiring in the next few… Read More