Financial planning doesn’t need to be intimidating. Legacy Wealth Management offers ongoing financial planning subscription services for a monthly fee. Choose which level best meets your needs, and you’re off and running. No long-term contracts – only use our financial planners when you need us.
What is a Financial Planning Subscription?
A financial planning subscription model gives clients more options and controls the services and support they receive. Our subscription-based services allow our clients to start as simple as they need and adapt as their finances become more complex. Get organized on one financial platform and have your complete financial picture at your fingertips.