About Us

Corinne Kadlec

COO
Phone: 919-341-1685
Fax: 855-415-2574

With 16 years’ experience in the commercial insurance industry, I am spearheading operational excellence for the firm.  Through multiple on-going projects, we are updating our communication and client service strategy to provide you with proactive contact and robust tools and resources, resulting in the service you deserve for your family and business financial needs.

 

I am also a fully-licensed Financial Consultant.  My partners and I help families and privately-held business owners become wealth creators by providing strategies regarding:


  • Tax-advantaged investing (Roth and Traditional IRA, 40K rollovers, IRS 7702 tax shelters)
  • Principle protected investments (structured products, indexed-linked CD's, fixed annuities, indexed annuities, indexed universal life insurance)
  • Asset Allocation (advisory accounts, retirement income planning)
  • Income Producing financial products (variable annuities with income or Long-Term Care benefits, SPIAs).



I especially enjoy working with women business owners in NC to optimize the tax solutions and financial planning resources available to them.


 


My partners and I work with business owners in four main areas:



  1. Succession Planning (sale, business valuation, inside or key employee transition)
  2. Risk Management (income protection, operating agreement review, business valuation, buy-sell funding)
  3. Executive Benefits design (401k, SIMPLE, SEP and executive bonus plans).
  4. Employee Benefits (Life and Disability insurance, supplemental benefits and 401K).



 


We also enjoy work with newer business owners who have left the corporate world and need to replace their group insurance benefits and 401K plan.  

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Legacy Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.

California Insurance License #: OI27029

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Legacy Wealth Strategies is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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