Building and Preserving Wealth Across Generations
Our approach starts with an analysis of your legal, accounting, and financial standing to develop a plan that gets you closer to your personal and business goals.
- Comprehensive collection of relevant personal and business stats (legal, accounting, financial)
- In-depth discussion of your goals, objectives and preferences
Analysis & Design
- Identify gaps between current situation and future aspirations
- Compare and contrast options to help reach your financial goals
- Review pros and cons of available state-of-the-art solutions
- Identify which solutions may have the most significant impact on your family and/or your business
- Coordinate with other trusted advisors (accountant, attorney, etc.) to ensure that all aspects of your plan are executed as you intend
- Implement any financial products identified in your plan*
*Please note that you can implement your financial plan at the financial institution of your choice.
Monitor & Review
- Monitor your plan proactively in light of the economy and changing tax laws
- Review your plan and keep it current in light of changes in your life and objectives
Legacy Group Specialized Services:
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We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:
Suite 307 S
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