Our Resources / A Financial Connection
No matter where you are in your financial journey, we’re here for you.
Financial Planning and Advice
To clarify how our services might fit your needs and objectives, we start by asking questions and listening. Your desires, goals, attitude toward risk and financial lifestage are all very important, as we factor this in when creating a sensible mix of investments and insurance solutions for you. If we mutually decide to move forward, we will work with you to design a custom path to your goals, empowering you to be able to monitor your financial situation regularly with us.
We provide financial planning services on a comprehensive fee basis or through hourly consulting and will explain the options to you during an initial consultation. At Legacy, we feel building your financial plan should be a dynamic process, adapting to your changing needs and goals. To that end, our team is committed to steady financial counseling, regular communication and white glove service throughout our relationship with you.
Personal Financial Dashboard
Legacy believes in the old saying, “If you’re not moving forward, you’re falling behind.” With this in mind, our 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 and track progress toward your goals – – view spending habits and monitor cash flow. Watch this video to learn more.
Actively Managed Investment Tools
- Mutual Funds
- Exchange Traded Funds
- Unit Investment Trusts
- Variable Annuities
- 401(k) Plans and Rollovers, IRAs and Roth IRAs
- Common and Preferred Stocks
- Corporate, Municipal, and Zero Coupon Bonds
- College Saving Plans and Coverdell Savings Accounts
- Employee Benefit Solutions
(Medical, Dental, Life, Disability and Supplemental Benefits including Long Term Care)
- 401(k) and other employee retirement plans
- Profit Sharing Plans
- Financial Planning for Key Employees
- Expert witness and litigation services for law firms
We work with companies of all employee sizes.