Watch This Video To Learn How To Maximize Your Retirement Readiness

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 Retirement Analysis

In this analysis, you'll discover...

  • How to help simplify the issues critical to your retirement.
  • How to transition from a savings plan to an income plan
  • If adjustments are needed to your current retirement strategy.
  • A plan that's aligned to maximize your retirement. 
  • You'll have a process to act as a guide as you go through your retirement.
SCHEDULE AN APPOINTMENT

OUR MISSION

We help advance the retirement readiness of pre-retirees and retirees to help them get the most from their retirement savings. Striving to provide secure income and peace of mind is at the core of each retirement plan.

Two Complimentary eBooks

In these eBooks you will learn...

  • How long your money will last if you stop working today.
  • The appropriate spending rate for your retirement savings.
  • The pre-retirement income needed to maintain your current standard of living.
  • How longevity affects funding your retirement.
  • And much, much more! 

Test Your Knowledge About Retirement Readiness 

Contact Us

Still have questions 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

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