Welcome to Legacy Wealth Management
Legacy Wealth Management is a Financial Consulting Firm, offering the experience and advice of Investment Professionals that will help you understand the opportunities and potential rewards available when you take a proactive approach to your personal financial situation.
We created this website to help you gain a better understanding of the financial concepts behind Insurance, Investing, Retirement Planning, and Wealth Preservation. More importantly, we hope you will see the value of working with skilled professionals to pursue your financial goals. Please take advantage of this resource and visit us often, as we are frequently updating our information.
Our mission at Legacy Wealth Management is to strive to earn an unparalleled reputation as an advisor to our clients by helping them to achieve and preserve financial integrity. We pledge our knowledge, our resources, and our dedication to integrity, in all that we do.
We have equipped our business with some of the most advanced technology available in the financial service industry, allowing us to give our clients personalized asset analysis, allocation and investment service.
Our website makes it possible for you to stay up to date on relevant financial topics through our on-line articles and newsletters. You also have the ability to send any questions you might have directly to us through our website.
Thank-you for visiting our virtual office, we look forward to helping you pursue your financial goals!
There's no need to worry about your data with WealthVision's state-of-the-art security.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A look inside the U.S. government's statistics on household net worth.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.