Medford Roofing Bar Sponsor Darla Boston - Gold Sponsor Contractor's Speciality Service Company Elizabeth & Andrew King Thanks to Harvest Creative for our design work! Thanks to Insight Discovery for our printing VIP sponsor: Legacy Wealth Management TITLE SPONSOR: Browning Construction West Tennessee Crown Distributing Chris & Carly Pratt VIP Sponsor: Henderson Hutcherson & McCullough, PLLC Ciao Bella, Pete & Sam's, The Tashie Family Thank you Chelius, Denegri, King, Walter, & Watson Families VIP Sponsor: Active Bolt & Screw Co. VIP Sponsor: Senior Care Management Solutions VIP Sponsor: Sneed Insurance VIP Sponsor: Pathmark Transportation Thank you Craig Family Thank you Jamison Family Gold sponsor: Bank3 Shirley Family
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Comprehensive Financial Plan

$100 current bid
1 Bid

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Comprehensive review of your complete financial picture including helping identify life goals, income and investment planning, tax planning, investment management, retirement planning, and more.

When you partner with Legacy, you'll get a true partnership based on your best interest.

What does that mean? Well, for starters, we:

-Trade only to keep your portfolio in balance with your financial plan or to address a change in our asset allocation.
-Prioritize downside risk management in addition to returns (when many other investment firms focus only on returns).
-Design portfolios for the long term.

And with a client retention rate of 98 percent for the last five years, we feel pretty good about this approach.

Donated By Legacy Wealth Management. Winner should contact Nick Sowell at [email protected] to set up services.

Donated By Nick Sowell