LEGACY RETIREMENT ADVISORS, INC.                                                                                                   

CONNECT

Address:

2125 Center Ave, Suite 606,
Fort Lee, NJ 07024

Phone:

(201) 944 0805

Fax/Other:

(866) 811 1425

Michael Hepner Qualifications

   
   
                                                                                          
 
   
Michael Hepner, CFP®, MBA, CEBS          

Financial Advisor, Owner, Legacy Retirement Advisors, Inc.                   

 

       Retirement Income Planning

       Financial Planning

       Wealth Management

       Estate Planning Strategies

       Insurance Planning

       Business Planning

 

Michael Hepner is Owner in Legacy Retirement Advisors, Inc., located in Fort Lee, NJ. Legacy Retirement Advisors, Inc. is an independent boutique financial services firm specializing in retirement planning. 

Michael earned his Certified Financial Planner™ designation in 2011, and his Certified Employee Benefits Specialist designation, sponsored by Wharton School, in 2010. Michael has also been awarded membership in Million Dollar Round Table in 2015 and 2016. Previously, Michael was an advisor at Questar Capital, a division of Allianz, John Hancock Financial Network, and Hepner Financial Consulting.

Michael has a strong passion for creating and maintaining a personalized retirement strategy for each client. His primary focus is on retirement income planning, for those who are already retired, or for those looking to retire. He combines Social Security maximization strategies, IRA distribution planning, and insurance strategies, in order to develop a customized retirement plan. Michael uses guaranteed lifetime income products which are not affected by negative stock market performance.* He also focuses on investment strategies that provide increased income and help minimize risk even if the stock market declines.**

Michael graduated with a BA from St. John's University and with an MBA from Baruch College, CUNY. Michael lives in Queens, NY.

Legacy Retirement Advisors, Inc.

2125 Center Ave, Suite 606, Fort Lee, NJ, 07024

Tel: (201) 944 0805, Cell: (347) 407-4184

Fax: (866) 811-1425   

www.legacy-retire.com 

E-mail: mhepner@legacy-retire.com