Legacy Income Advisors is an independent planning firm serving individuals and families in Malvern, Pennsylvania, and the Greater Philadelphia area. It focuses on retirement income, Social Security decisions, and estate planning, helping clients understand how financial choices can affect taxes, Medicare premiums, and the assets passed to family. The firm emphasizes plain-language guidance and a no-pressure approach.

Services include personalized Social Security timing analysis, delivered as a written report showing claiming options, coordination with a spouse, and potential tax effects. Clients can also receive essential estate-planning documents, including wills, trusts when appropriate, powers of attorney, and health care directives. The firm helps keep documents current as circumstances change. Its process begins with a conversation, followed by analysis and a detailed report review.

Legacy Income Advisors brings more than 30 years of experience, a Master of Science in Taxation, and a career background that began inside the IRS. It also offers employers a voluntary workplace estate-planning benefit powered by Wealth.com.