Services2018-07-02T09:46:32+00:00

WHAT WE DO

Our Financial Services

Legacy Wealth Management serves as a trusted financial advisor to our clients. We take a holistic approach to our clients’ financial lives and serve as a partner in our clients’ financial business. If there are areas where we are not qualified to serve, we have other trusted professionals that we partner with to make sure our clients always receive the best solutions for their particular situation.

INVESTMENTS

Dedicated partners in a volatile world

Our portfolio management and investment analysis help us create strategies based on your goals and risk capacity. You can rest easy knowing our team is handling your portfolio with the utmost care.

We offer the products necessary to execute these strategies.

  • Traditional IRAs and Roth IRAs
  • 401k Rollovers
  • Brokerage Accounts
  • 529 College Accounts
  • Mutual Funds
  • Exchange Traded Funds
  • Stocks
  • Bonds

FINANCIAL PLANNING

The cornerstone of every financial decision

Our financial plans are blueprints that provide clear directions on how to build your financial home. We help bridge the gap between where you are today and where you’d like to be in the future by creating a custom plan centered entirely on your unique situation.

  • Retirement Planning

  • Retirement Income Planning
  • Estate Planning

  • College Planning

  • Social Security Strategies

  • Tax Strategies

INSURANCE

Only the right protection

Insurance is nothing more than protection against an unwanted event. We provide insurance solutions only if you need it – the right type and amount that your situation requires. No hard selling, no confusion. Only what’s best for you.

  • Life Insurance

  • Long Term Care Insurance

  • Disability Income Insurance

  • Insurance Analysis

We believe in cultivating a caring relationship with a superior level of service and competence.

STILL HAVE QUESTIONS?

Find out  how we can help you
get on the right financial path

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