At Legacy, financial planning begins with a look at your entire financial picture and lifetime goals. We believe ignoring the planning side of the equation neglects to address the most important element of financial success: your goals and dreams!
We want you to know where you stand today, so we can help you achieve your vision of tomorrow. Your financial plan should be a dynamic process centered on your objectives, goals, attitude toward risk, and financial life stage. By engaging in meaningful discussions and connecting personally with you, we build customized financial plans to help you get there. With each client relationship we are constantly asking the following: What are the risks? How can we avoid them? What types of financial tools are necessary to get you to the next level? To that end, our team is committed to sound advice resulting in lasting impact for you, your family, or your business.
As we build your customized financial plan, our unbiased advice could include:
Legacy’s financial planning service also includes access to your own personal financial dashboard. This secure and private technology platform links financial planning, investment management and insurance activities, allowing you anytime, anywhere access to all of your accounts. You can quickly review them, track progress toward your goals, view spending habits and monitor cash flow. Watch this video to learn how you can simplify and organize your financial life.