Been Legacy Wealth Advisors

Specialties

Been Legacy Wealth Advisors offers retirement planning services with a specialty in helping people age 55– 66 maximize their Social Security Income. We are among just 4% of all planners in the US that actually address this very important area. We offer our first apt for free simply to analyze your situation. Our clients have relied on us for years. We are happy to be of service and ease your concerns.

History

Established in 1960.

John A Been, Sr started this as an old fashioned life insurance agency many years ago. Johnny joined him in 1986 and quickly added a financial planning dept and a Social Security planning area. We have always offered quality life insurance for a fair price and pride ourselves on always doing what is right for our clients.

Meet the Business Owner

Johnny B.

Business Owner

Johnny has been in the retirement planning area for 30 years. Johnny has achieved a Certified in Social Security Strategies designation which gives him a much deeper understanding of Social Secirity and how to maximize income. He owns Been Legacy Wealth Planners which is a firm uniquely set up to provide guaranteed income plans which are protected from the market for those who are near or at retirement.

Johnny is married to Kristy and they have 2 beautiful boys. They live in Richmond, Tx and are faithful members of Triumph church in Sugarland, Tx.