Welcome to Legacy Solutions

Shannon Raitt is an estate and income planning professional serving families across the 757. As a military spouse who relocated to the Hampton Roads area for her husband’s active-duty service, Shannon has a deep appreciation for the unique financial needs of military families and longtime Virginia residents alike.

Legacy Solutions is a second-generation, family-owned firm with more than 40 years of experience in the financial services industry. Shannon grew up in Nebraska and brings Midwestern values—honesty, clarity, and service—to every client interaction. She is passionate about educating families on the “why” behind estate planning, helping them protect their assets, reduce taxes, and build a secure financial legacy for the next generation.

Her areas of focus include:
• Estate Planning
• Income Planning
• Asset Preservation
• Tax Mitigation Strategies
• Risk Management
• Business Planning
• Charitable Trusts (CRT)
• Wealth Transfer Strategies
• Retirement & Legacy Planning