Comprehensive Financial Plan
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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