Wisdom for LifeWealth Beyond Money
Have you ever felt lost in the financial forest? You’re definitely not alone!
We can help you get…
PERSPECTIVE
DIRECTION
PEACE OF MIND
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.
Concierge Level Service
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.
Portfolio Management
Equipping you for capital growth and preservation through diversification, asset allocation and time tested long term strategies.
Wealth Plan
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.
Estate Planning
Creating a road map of your wishes and intentions so you can develop the Legacy you’ve always wanted to leave.
Risk Management
Assessing your risk for potential loss and pitfalls then deploying the appropriate tools and solutions to help you sleep well at night.
Business Development/Transitions*
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.
How to get started.
2. Enjoy your free "Discovery Session"
3. Create YOUR Wealth Plan
4. Rest easy - your future is secure!
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.
Join Us at One of Our Upcoming Events
New Events – TBA
September – November — Workshops
New Events – TBA
Giving Back
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
• League
• Outreach Inc.
• Compassion International
• K Love
• Race for the Cure
• Brookside Community
• Re-entry Program
• Wheeler Mission
• HVAF
CONTACT US
Legacy Wealth
2498 Perry Crossing Way, Suite 210
Plainfield, IN 46168
