Financial Planning
You are at the center of our financial and investment planning. We help you bring your investment goals into focus and we prepare a detailed plan to help you pursue your investment goals.
Retirement Planning
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Investment Planning
We do not employ third-party money managers at Legacy Wealth. Your investment allocation decisions are made by our knowledgeable team in direct consultation with YOU.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 30 years of collective experience, we'll help prepare your legacy for generations to come.
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
Asset Management
With your approval, we assist you in transferring your investment accounts to Legacy Wealth Management and our custodian, LPL Financial.
401 (K) & Retirement Accounts
When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: Start as soon as you can!
