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Our Philosophy

Financial Planning needs to include conversations around your feelings about money, as much as it needs to include the hard facts about money. Discussions around providing for your loved ones, protecting your income and preserving your legacy are critical elements that need to be woven into the planning conversation.   

Our Formula:

Discovery (goals, challenges, successes) +

Capital Protection (family, health, life, legacy) +

Wealth Management (net worth, net cash flow ) =  Financial Planning

 

Legacy Wealth Management believes that a plan is a powerful tool.  Working towards your long-term financial objectives hinges on having a suitable plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Legacy Wealth Management comes in. We're trained, registered professionals, and we can draw on years of financial planning experience when creating a long-term strategy.

We can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?

  • How much money will I need in order to retire?

  • How can I get the most out of my 401(k)?

  • Should I have a traditional IRA or a ROTH IRA?

  • How can I position my investments for higher potential returns while mitigating risk?

  • How can I "inflation-proof" my investment income?

  • Do I need disability income insurance?

  • Do I need Long-term care insurance?

  • How can I ensure that my children receive as much as possible from my estate?

  • What do I need to know about wills, trusts, and probate?

We offer access to financial products and services tailored to your individual needs. Legacy Wealth Management is committed to you for the long term!

 

" Someone is sitting in the shade today, because someone planted a tree a long time ago."Warren Buffett