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Let's Talk About Your Next Chapter

Real Questions. Real Conversations. Real Clarity.

Whether you're ready to book a consultation or just starting to explore your options, we’re here to be a sounding board, not a salesperson.



At Incomes and Legacies, you won’t get a pitch. You’ll get straight answers from a licensed fiduciary consultant who’s helped thousands of people navigate major financial decisions with confidence.

Let's Start With You

What's on your mind?

  • Do I have enough to retire?
  • Should I lock in gains or reposition my portfolio?
  • How can I protect my income if I get sick or stop working?
  • Do I need an annuity, a trust, or something else entirely?
  • What's the smartest way to leave a legacy for my family?


No pressure. No product pushing.

Just honest guidance from someone on your side.

Tell us your details and we'll get right back to you. 

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Serving The Mid-Atlantic

Ready to Get Clear?

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I enjoy race cars, boats and flying small planes. I've owned my own business. I understand risk. But for part of my money, especially at this stage of my life, I want my principal and interest guaranteed. Tom is an expert in this arena."

Rich H. Reston, VA