Wisdom for LifeWealth Beyond Money
Have you ever felt lost in the financial forest? You’re definitely not alone!
At Legacy we offer you cutting edge solutions, an award winning client portal and concierge level service. (That’s right, forget waiting for an appointment! We’re available when you need us!) As a fee based Investment Advisory firm, we are held to a fiduciary standard so you can feel confident that our advice and solutions are in your best interest at all times.
Legacy Wealth uses a holistic, values driven approach to financial planning. Our service is fiduciary, using an unbiased, fee-based model. We offer concierge level services that are customized to our your specific needs. Starting with a free initial assessment call, we will get to know you to provide the best financial wellness advice possible.
Equipping you for capital growth and preservation through diversification, asset allocation and time tested long term strategies.
Helping you evaluate your current situation and devise a plan to create true wealth and achieve your goals and dreams.
Life Goals Blueprinting
Taking a “deeper dive” into your purpose and passions in life, bringing them into alignment with your action plan for intentional living.
Creating a road map of your wishes and intentions so you can develop the Legacy you’ve always wanted to leave.
Assessing your risk for potential loss and pitfalls then deploying the appropriate tools and solutions to help you sleep well at night.
Providing a coaching & training environment and tools you need to build, grow and transition your way through business success.
Real Estate Services*
Assisting you with knowledge and resources in the acquisition of personal and business property so you can continue your pattern of growth.
Can you imagine navigating through a mighty forest without a map and compass?
Why would you try to map out your future and retirement without a wealth plan?
Our wealth planning team will guide you from where you are today to where you want to be.
We will review your current financial position and design a customized roadmap.
In short, we will help you chart your future and plan for the life and retirement you’ve always wanted.
While we believe in serving our clients, we are also passionate about giving back to the community. Here are a few of the organizations the people of Legacy Wealth have volunteered with and financially support:
• Restored, Inc.
• Truth at Work
• Sagamore Institute
• Get Real
• Center Grove Lassie
• Outreach Inc.
• Compassion International
• K Love
• Race for the Cure
• Brookside Community
• Re-entry Program
• Wheeler Mission