Whether you are an individual with personal and family needs or a business owner, we are here to help you clarify your goals and dreams and develop a comprehensive plan to achieve them regardless of what life brings – whether you become disabled, pass away prematurely, or live a long and healthy life.
Along the way, we place a strong emphasis on tax efficiency, because if you’re like many of our clients, the taxation of your investments is just as important as the rate of return.
Once you have achieved financial independence, we’ll help you define your family and community legacies and identify wealth transfer strategies which efficiently direct your assets to the individuals, causes, and organizations that reflect your core values and beliefs.
We conduct our business with complete honesty and integrity, and our goal is to serve as your most trusted advisor.
There is no shortage of financial advisors claiming to provide comprehensive planning, but in reality many are primarily focused on one particular product or service. In contrast, at Legacy Wealth Advisors we have expertise in a number of different planning services and products, with no set agenda. We’re most interested in gaining a thorough understanding of your financial goals and dreams, then recommending those solutions which best meet your needs. The combination of tools implemented can vary greatly and could include any of those listed below.
One of our most important services…is service. Whether you’re requesting copies of tax records, advice on estate planning and beneficiary designations, a net worth statement for a loan application, a withdrawal for a trip--or any one of a hundred other service requests--we’re only a phone call or email away and are committed to responding within 24 hours. No chat rooms, robo advice, pre-recorded voice menus, or foreign call centers. One call and you’re speaking to a live Legacy representative who is committed to providing personalized attention and resolving your issue.