Watch This Video Learn How To Create an Income Stream You Can't Outlive

About David & Sherri

Let's Meet

Radio talk show host and president of Legacy Financial Strategies, Inc., David A. Gollner, and co-host, Sherri Marini, have more than fifty years of professional financial insight and experience that makes “Helping you enjoy and protect your nest egg” a reality.  

David is a Master Certified Estate Planner™, Registered Financial Consultant®, Registered Tax Preparer, graduate of Youngstown University and the IRA Institute. He’s an associate member of the American Bar Association and the Mahoning-Shenango Valley Estate Planning Council.  

Sherri is a Certified Estate Planner™, Investment Advisor, holds a BA from Slippery Rock University, Master’s Degree from the University of Pittsburgh and possesses a wealth of wisdom gleaned from her hands-on experiences working with multiple government agencies locally and in Washington, D.C.  

David, passionate about advocating for the “Mom and Pop working people”, founded Legacy Financial Strategies with the goal of growing and preserving their retirement through sound financial advice and solutions for pre-retirees, retirees, small business owners and professionals.  

Sherri, disillusioned with government bureaucracies, began her financial planning career in 1999 and soon joined her father, realizing she also has a passion for helping others.  

The father and daughter team offer experience, knowledge, compassion and multiple strategies managing wealth for performance and protection. They specialize in helping you realize your choices and maximize your retirement income through distribution, long-term care, tax, legacy and Social Security income planning.  

As your trusted advisors, Sherri and David advocate, educate and motivate you to prepare a nest egg that will last a lifetime.

Schedule An Appointment for Your Complimentary Guaranteed Income For Life Analysis

In this analysis, you'll discover...

  • The various options to create a retirement income stream.
  • How to transition from a savings plan to an income plan. 
  • All of your options to make your money work for you.
  • Other lucrative strategies that you could be eligible for. 
  • Plus, strategies to help ensure you never run out of money in retirement!
SCHEDULE AN APPOINTMENT

Guaranteed Income For Life Analysis

With our Guaranteed Income For Life Analysis, we'll explore all of the various options available to create an income stream you can't outlive.

Complimentary eBook: Guaranteed Income For Life

In this eBook you will learn...

  • The various options you have available as you approach retirement.
  • How you can combine principal protection and income for life.
  • Strategies to hedge longevity.
  • Taxable versus tax-deferred retirement savings.
  • And much, much more! 
DOWNLOAD YOUR EBOOK

Test Your Knowledge About Guaranteed Income For Life 

Contact Us

Still have concerns about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

Address: Legacy Financial Strategies, Inc. 3087 Innovation Way Hermitage, PA 16148  

Call Us: Phone: 724-983-1617 Toll Free: 800-264-4963  

Website: www.leavealegacy.com www.innovationtaxservice.com

Pure Black GmbH
Graslitzer Str. 6
84478 Waldkraiburg
Tel. 08638 6964680
www.pureblack.de