Lasting Legacy Financial Services

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Welcome to Lasting Legacy Financial. Since 1987 my focus has been helping people like you and your family plan for a retirement you can count on. Rather than wishes, hopes, dreams and schemes, we provide solid plans that let you know what you will have for retirement income.

Our business is retirement planning. You probably know it starts with setting funds aside for the future. How you do it is the key to achieving your goals; but there is far more to it than simply acquiring financial assets.

Our Services

Some of the other services we provide include:

Beneficiary planning
Provision for spousal continuation
Charitable giving plans
Annuity asset reallocation
Assess and re-direct underperforming assets

Some of the other services we provide include:

Beneficiary planning
Provision for spousal continuation
Charitable giving plans
Annuity asset reallocation
Assess and re-direct underperforming assets

A Little Bit About Steve

Steve Ayers Besides Retirement Planning, Steve loves dogs, kids, the Lord and his wife, just not necessarily in that order. He is very dedicated to his work helping people plan for retirement. When not meeting with clients, he is constantly studying and doing continuing education to stay ahead in the field he loves. He has been very active in his church. In the summertime you may reach him while he is eagerly exploring and using various types of watercraft at his second home.

Steve’s passion for educating people about retirement income planning led him to become a co-producer of a full-length documentary film on the subject of retirement income. It features real people, not actors discussing their experiences and has won three noted critical awards to date.

Where we work

We are an Ohio-based retirement planning and financial services firm. Most of our clients originated in Ohio, West Virginia and Alabama. Due to our long-term relationships, and the mobility of clients today, we serve them wherever they land. Hence, we have clients in many states from Arizona to Florida in addition to the Midwest.

About

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Contact

Mailing Address
P.O. Box 2880 | Westerville, Ohio 43086

Phone: 614 865 9486 | Fax: 614 865 9472

Worthington Office
200 E Campus View Blvd
Suite 200
Columbus, OH 43235
DIRECTIONS

Westerville Office
470 Old Worthington Rd
Suite 200
Westerville, OH 43081
DIRECTIONS