Retirement Roadmap Check-Up | Legacy Roots Wealth Management

About
- Our Process
- Our Team
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Resources
Contact
- Hemet, California
- Redlands, California

About
- Our Process
- Our Team
Services
Resources
Contact
- Hemet, California
- Redlands, California

Retirement Roadmap Checkup

Let’s Start With A Conversation

Have questions about your financial decisions or what comes next? We’re here to listen and help you explore your options.

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Strong planning begins with the right foundation.

Connect with Legacy Roots Wealth Management to talk through what matters most and how a coordinated planning approach can support your next chapter.

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Rooted in Relationships. Focused on What Comes Next.

Begin a conversation about coordinated planning strategies, long-term priorities, and the considerations that shape your financial legacy.

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About
- Our Process
- Our Team
Services
Resources
Contact
- Hemet, California
- Redlands, California

About
- Our Process
- Our Team
Services
Resources
Contact
- Hemet, California
- Redlands, California

1600 E Florida Ave, STE 217
Hemet, CA 92544
1660 Plum Lane
Redlands, CA 92374
(951) 652-1544
(800) 652-7879
(951) 766-7824
[email protected]

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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Legacy Roots Insurance Services Inc, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management, Legacy Roots Wealth Management, and Legacy Roots Insurance Services Inc are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.

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