Washington Retirement Planning
Fidelis Legacy Wealth
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Fidelis Legacy Wealth is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
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Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
Stuart Turck
Founder
Stuart Turck is the Founder of Fidelis Legacy Wealth Strategies, where he helps individuals and families build, protect, and pass on wealth with clarity, confidence, and purpose.
With more than 22 years of experience as a Finance and Sales Manager, Stuart developed a deep understanding of how financial decisions impact real people—not just numbers on a page. Today, he brings that experience into his work as a Wealth Strategist, focusing on helping clients create reliable, tax-efficient income they can depend on throughout retirement.
Stuart specializes in tax-free retirement strategies, income planning designed to last a lifetime, life insurance solutions (term and permanent), and legacy and wealth transfer planning.
His philosophy is built on one core principle: stewardship—the belief that wealth should be managed wisely, protected intentionally, and structured to benefit both current and future generations.
He began his financial services career with DuVall Financial Group and continues to work closely with Simplicity DFG, utilizing their platform to deliver high-level solutions and service to his clients.
In addition to his work in financial services, Stuart is involved in real estate investment opportunities, including syndications, helping families access institutional-quality multifamily and alternative investments that may not be available to them independently.
A proud United States Marine Corps veteran (1986–1998), Stuart brings a disciplined, mission-driven approach to everything he does.
As a husband and father, he has intentionally built his business to operate primarily in a virtual environment—allowing him to be present with his family while continuing to serve clients across the country. He believes that true wealth is not just measured financially, but also by time, freedom, and the ability to be there for the people who matter most.
At its core, his work is about something simple, but powerful: Helping people win financially—without unnecessary risk—and build a legacy that lasts.
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Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in April–June 2026
- There are no events scheduled during these dates.
Our Downloads
Ultimate 401(k) Guide
Not all retirement risks are obvious. Some quietly chip away at your savings over time. This guide uncovers how to find the hidden fees buried in investment accounts, insurance products, and financial services. While it’s true you get the quality you pay for, fees could still be costing you more than you realize. Learn how to spot them, reduce them, and protect your hard-earned nest egg from unnecessary drains.
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
