Michael Hepner Qualifications

Michael Hepner, CFP®, MBA, CEBS
*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 been a member of the Million Dollar Round Table (MDRT) from 2015-2017. Previously, Michael was a financial 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, tax-efficient retirement plan. Michael uses guaranteed lifetime income products which are protected from negative stock market performance. He also focuses on investment strategies designed to 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

LEGACY RETIREMENT ADVISORS, INC.

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Michael Hepner Qualifications