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 to know where you stand today, so we can begin to address how to reach your goals. We believe your financial plan should be a dynamic process, centered on your objectives, goals, attitude toward risk, as well as your financial life stage. By engaging in meaningful discussions and connecting personally with you, we build customized financial plans to help you accomplish your financial objectives. With each client relationship we are continually asking these questions: What are the risks? How can we avoid them? What types of financial vehicles are necessary to help you in your current life stage? To that end, our team is committed to steady financial counseling and communication, while incorporating our white glove service throughout our relationship with you. We wouldn’t have it any other way.
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 your accounts. You can quickly review your accounts, 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.