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1390 Willow Pass Road
Suite 900
Concord, California 94520

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Bill Lahl helps people make smart choices about their money so that they may reach their most cherished goals in life. He became a financial advisor a number of years ago because he thrives in helping people.

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Kelly Asplund

Registered Executive Assistant

888 925-4500

925-262-1818

Kelly brings to Legacy Wealth Management her vast experience and a strong, proven track record of success. She has over 18 years of experience in the financial industry. She works alongside Bill Lahl as his registered executive...

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Jeanne serves as a Client Service Manager for Legacy Wealth Management. She has over 20 years of experience in the Financial Services industry.

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Paula Croskey

Long Term Care Financial Professional

925-944-9644

925-944-5675

Paula is a long term care financial professional. She has extensive knowledge in the complex field of healthcare facilities, Medicare, medical costs, and long term care insurance.

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