We have a dedicated team ready to help you no matter what stage of life or business you're in.
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Comprehensive Planning
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Seminars
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Client Events
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Future. Forward.
At Legacy Wealth, the right way is the only way we do business. Our motto is simple Future. Forward. All of us are moving into the future, and at Legacy, our job is to take you confidently forward into your future.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We believe in excellence always , "good enough" is never good enough. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you pursue your goals. Integrity leads , we do what is right not what is easy. We invest in people, , our value investment is in our team and the people we serve. Purpose over profit , success isn't measured by revenue but by achieving the goals that matter most to the families we serve.
We employ a holistic approach to each client's unique situation. We look at debt, income, assets, and many other factors to determine if it is reasonable for the client to achieve their goals. We try to uncover any future expenses and use E-Money software to explore “what if” options so that the client can achieve a high degree of certainty that they will reach their goals.
We do our best to look at the future and quantify the future needs of every client to deploy a plan that allows them to achieve their goals using the least amount of risk possible.
In addition to the Financial Planning Strategies, we also look at potential liabilities and risks that the client may have. We look at their life insurance situation and help the client determine the appropriate level of coverage and if they will need that protection in the future. We also have an in-house team that reviews homeowners, auto and other personal lines of insurance to make sure that you have the appropriate coverage with the right provider.
We can “shop” your insurance with over 15 carriers and make sure that your appropriate coverage is properly priced.
In addition to resources on our website, we conduct multiple in-person events focused on client education. These events are hosted at no charge and cover timely topics. In the last couple of years, we have discussed Estate Planning, inflation, and Bitcoin to name a few. We proactively send out two market updates a year that are produced by the Legacy team and as market conditions dictate, we will send out update videos as needed.
During COVID, we sent out 14 unique videos addressing all the moving parts of what was happening during this trying time.
Human
Connection
