eric

Client Letter

June 13, 2022 by eric

We have some exciting news to share!

With you, our clients in mind, Kristian Coffey and Michelle Reid have joined forces. Together, we have a combined 52 years of experience helping our clients with their complex financial needs. By formally combining our resources and leveraging each other’s experience, we plan to provide you with an enhanced experience.

You will continue to work with your current Advisor. However, if you choose, you will now have access to both Kristian and Michelle for all your financial planning needs. In addition, you will have access to our administrative team for faster, streamlined service.

Through this process, we’ve also given our brand a refresh! We will operate under the name Legacy Wealth Management. You can view our updated website at managemylegacy.com, where you will have access to your accounts, read timely articles, locate convenient contact information, and more.

If you have any questions about this exciting news, please contact us!

As always, it is a pleasure to serve you and your family.

Warm regards,

Kristian Coffey, Wealth Manager, RICP, CWS
Michelle Thomas Reid, Wealth Manager, RICP

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Kristian J. Coffey, CWS^®, RICP^®

A native of Massachusetts, Kris’s upbringing and early experiences instilled in him values that continue to guide him today, -- a strong work ethic and the importance of saving. Kris earned his BA in Economics from the University of Massachusetts Amherst. After receiving his degree, he immediately found his niche in the financial services industry. Kris realized early on that he enjoys helping clients build wealth and plan for their future.

Kris’s experience with large investment firms prepared him well to become an Independent Financial Advisor. Out from under the constraints as a part of a large corporation, he started his own financial services firm to enhance his ability to build client relationships. He specializes in wealth accumulation and retirement income planning by creating and managing well-crafted financial plans. Kris enjoys implementing and observing the benefits that a solid wealth strategy provides for his clients. Experience has taught him that an ongoing relationship allows time for trust to build. The special relationships he has deepened with clients means he’s their go-to professional to assist with all their financial choices, --especially as they near and navigate retirement.

Providing excellent service and customizing individual plans is what Kris has built his decades long career on. Kris lives by the Golden Rule of treat others as you would want to be treated. When away from the office, Kris recharges by spending time with his family, boating on Lake Winnipesaukee, attending live music events, and rooting for his favorite sports teams. Kris loves a good day on the slopes and finishing his ski day with a tasty New England IPA.

Kris would love the opportunity to support you in developing your financial plan.

Melissa Waggener

As the Client Services Team Leader, Melissa has been with the firm for over four years. Her role includes maintaining and enhancing the firm’s systems and processes while supporting the administrative staff. She strives to implement and refine our service model to provide clients with the best experience possible.

Melissa has worked in Customer Service for over 20 years and in the financial planning industry for 6 years. She says the most satisfying part of her job is helping clients while getting to know them.

When she is not working, Melissa enjoys spending time with friends and family, which includes her husband Matt and daughter Mahayla. She loves the outdoors and stays active hiking, camping, four wheeling and paddle boarding. CrossFit training keeps her in shape to enjoy her active lifestyle.

Deanna Adlawan

Deanna is our operations expert. She takes care of all client requests and administrative functions. You will likely meet Deanna when you join us during your onboarding process. She can help you with any admin needs such as address or beneficiary changes, transfers, wires, and tax reports, among others. Deanna comes from a small town in Minnesota near the Twin Cities. She moved to San Diego after high school to study at Point Loma Nazarene University. She earned a Bachelor’s in Sociology in late 2020. She started her career in the hotel industry, working with various unique properties in San Diego county. She decided to pursue a career in the financial industry and is eager to work with clients at Legacy Wealth Management. She is passionate about musical theater (which she was very involved in before college), anything home related (HGTV is her addiction!), and the Olympic games. She enjoys going on runs, volunteering with her church, going to new coffee shops, and exploring California.

Pre-Retirement

Visualize and create a concrete plan for your ultimate retirement or retirement optional lifestyle. It’s never too early to plan for ample cash flow in retirement. Our decades of experience help us to find the appropriate plans that match your comfort level.

People in transition

Whether you are recently divorced, or just experienced the loss of a spouse, you recently changed jobs or are facing layoffs; having a trusted advisor can allay your fears and offer you the perspective you need during a challenging time.

Mid-career professional

Often work responsibilities leave little time for big-picture planning. We understand the demands on your time, and work efficiently to help you set attainable goals, and chart your course to keep the end-goals in sight. Whether your goal is early retirement, partial retirement, or retirement optional lifestyle, determining your path is the first step.

Business Owner

Your entrepreneurial spirit helped you to build your successful business. Let us help you chart the next years as you map your succession plan and create your ultimate retirement or retirement optional lifestyle. We’ll be sure you are minimizing your tax burden and maximizing your deductions.

Stay-at-home Spouse

You’ve made a decision that works for your family, and there are strategies to create the financial security you need while you tend to your most precious assets.

Non-Traditional or Blended Families

Some step families avoid the topic of estate planning because of the complexities. Having a clear plan helps to dispel misunderstandings and put people at ease. We know that financial planning is not always smooth sailing, we are not afraid to tack into the headwinds and keep everyone on course.

Recently Retired

You’ve worked hard and want to be sure you can count on your savings to work for you in retirement.
Managing your income in retirement is a critical component to ensure you do not outlive your savings. We’ll engage one of several income planning strategies along with a sensible investment plan.
We’ll consider your estate plan working to ensure that we limit the tax burdens to your heirs leaving your legacy to children and grandchildren intact.

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