The Legacy Team
Comprehensive Financial Planning
Investment allocation
Retirement Planning
- Social Security
- Income Planning & Cash Flow Analysis
- Predictable Income
- Life Events
Insurance planning
- Life
- Disability
- Long-Term Care
- 2nd to Die Insurance for Estate Planning
Tax Planning, Pre- and Post-Retirement
Risk Management
Required Minimum Distribution Calculation and Planning
Charitable Giving Planning, including but not limited to Donor Advised Funds and Charitable Remainder Trusts
Estate Planning
- Beneficiary Reviews
- Holistic Family Planning (Next Generation, Elders)
Access to comprehensive Financial Planning Tools
Liaise with other professionals, i.e. CPAs, Estate Planning Attorneys, etc.
College/Education Savings and Planning
Portfolio allocation of assets we manage (our own Investment Models) as well as outside assets (Retirement Plans)
Public Market Investments to include public market Stock and Bond Investment managers, CD's, and Structured Notes
Private Market Investments to include access to alternative products
Tax advantaged allocation
Goals-based investment allocation
Business Planning
Key Person and Buy/Sell Insurance
Small and Large Business Retirement Plans
Other
Notary Services
Quarterly Market Commentary
Ongoing Education, Consultation, Review
Investing in securities involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal. Diversification and asset allocation strategies do not assure profit or protect against loss.