Skip to main content

Serving as Your Financial Beacon

Whether your financial affairs are relatively simple or very complex, we can help you develop an investment strategy that’s suitable for you and can provide insight on how to plan for many of life’s major events. We collaborate with internal professionals, external partners, and our clients; continuously evaluating our advice and services.

Serving as Your Financial Beacon

Whether your financial affairs are relatively simple or very complex, we can help you develop an investment strategy that’s suitable for you and can provide insight on how to plan for many of life’s major events. We collaborate with internal professionals, external partners, and our clients; continuously evaluating our advice and services.

The Legacy Wealth Advisors team offers assistance in the following areas:

Financial Planning

We focus on several key areas, the drivers of your financial plan. We consider the entire wealth management scenario because decisions in one area may create a ripple effect on others. In every case, we’ll pay close attention to your goals and the values you attach to each. We consider many important variables, including investment returns, inflation, savings rate, retirement year, and Social Security benefits. Additionally, our team will analyze and present strategies to improve your current and future tax consequence. When needed, we meet with our clients’ tax accountants to implement any changes.

  • Tax Plans
  • College Plans
  • Legacy Planning
  • 401 (k) Planning
  • Cash Flow Plans
  • Retirement Plans
  • Profit Sharing Plans
  • Monte Carlo Simulation
  • Social Security Planning

Investments

Based upon the risk profile of each client, Legacy Wealth Advisors will determine and implement an appropriate investment allocation. The allocation for each account – e.g., trust, retirement, education, emergency savings, etc. – may be slightly different, as the goals and time frames of each also vary.

Your portfolio is monitored on an ongoing basis. Additionally, your circumstances change over time; goals adjust, risk tolerance is dynamic, and every year we all get older. We will meet with you regularly in order to keep your portfolio in-line with your life and your goals for the future.

  • CDs
  • Roth IRA
  • Traditional IRA
  • Collateral Accounts
  • Brokerage Accounts
  • Treasury Bills & Notes
  • Government Securities
  • Fixed & Variable Annuities
  • Company Retirement Plans
  • ESA, UTMA and 529 Plans
  • Common & Preferred Stock
  • Municipal & Corporate Bonds

Insurance

We will analyze your current risk exposures in a thorough insurance review. Based upon our findings, we may recommend changes and can implement solutions to protect your family from unexpected life events.

  • Life Insurance
  • Long Term Care Insurance

Estate Planning

These vary widely depending on each client’s situation. Titling accounts properly, determining appropriate beneficiaries for assets of value, and avoiding probate are some common goals. We will discuss your options and refer you to a qualified specialist or your own counsel at the appropriate time.

The Legacy Wealth Advisors team offers assistance in the following areas:

Financial Planning

We focus on several key areas, the drivers of your financial plan. We consider the entire wealth management scenario because decisions in one area may create a ripple effect on others. In every case, we’ll pay close attention to your goals and the values you attach to each. We consider many important variables, including investment returns, inflation, savings rate, retirement year, and Social Security benefits. Additionally, our team will analyze and present strategies to improve your current and future tax consequence. When needed, we meet with our clients’ tax accountants to implement any changes.

  • Tax Plans
  • College Plans
  • Legacy Planning
  • 401 (k) Planning
  • Cash Flow Plans
  • Retirement Plans
  • Profit Sharing Plans
  • Monte Carlo Simulation
  • Social Security Planning

Investments

Based upon the risk profile of each client, Legacy Wealth Advisors will determine and implement an appropriate investment allocation. The allocation for each account – e.g., trust, retirement, education, emergency savings, etc. – may be slightly different, as the goals and time frames of each also vary.

Your portfolio is monitored on an ongoing basis. Additionally, your circumstances change over time; goals adjust, risk tolerance is dynamic, and every year we all get older. We will meet with you regularly in order to keep your portfolio in-line with your life and your goals for the future.

  • CDs
  • Roth IRA
  • Traditional IRA
  • Collateral Accounts
  • Brokerage Accounts
  • Treasury Bills & Notes
  • Government Securities
  • Fixed & Variable Annuities
  • Company Retirement Plans
  • ESA, UTMA and 529 Plans
  • Common & Preferred Stock
  • Municipal & Corporate Bonds

Insurance

We will analyze your current risk exposures in a thorough insurance review. Based upon our findings, we may recommend changes and can implement solutions to protect your family from unexpected life events.

  • Life Insurance
  • Long Term Care Insurance

Estate Planning

These vary widely depending on each client’s situation. Titling accounts properly, determining appropriate beneficiaries for assets of value, and avoiding probate are some common goals. We will discuss your options and refer you to a qualified specialist or your own counsel at the appropriate time.