We have navigated through tough life situations too!
We understand how your products work and make sure you are not susceptible to pitfalls.
It makes a big difference when someone takes the time to explain all the
"fine print" and helps you navigate to what is right for your family. What is good for your neighbor or friends, might not be what you should be doing.
Let's discover this together through our thorough planning discovery process!
While working with Legacy Wealth Strategies, you will receive a complete overview of all your financial products to see if you could have a potential " leak" or a potential "fire" that could destroy your life's work.
We will look at "inefficiencies" and "uncoordinated "assets to make sure they perform to optimum maximization for your financial model !
At Legacy Wealth Strategies, LLC, we recognize that our current and future clients have access to numerous people in their financial lives who can assist them in financial decision making.
The uniqueness of our firm is that we have highly qualified associates who can assist our clients in all facets of planning and some of our associates have even faced or went through some of the very things that can devastate many financial plans.
Which we believe gives us a very different perspective than most planners!
Whether it is a premature disability, unexpected death of a spouse , fire, your children needing help, lawsuits, employee issues. You can rest assure we know how to navigate you through these tough situations!
Planning certainly would be easy if life was perfect and nothing unexpected happened, but we all know that is not how things work in the world.
All of us have numerous people who help us financially. We have a banker, our accountant, our property and casualty person,our life insurance person, our " investment" person, our realtor, and so on.
The difficulty with this arrangement is that our client tends to get advice from these people based on, simply what little these people know about them.
Imagine if your medical professionals operated the same way, having little or no communication with each other about your health.
In fact, if they did operate that way would'n't it stand to reason that in some cases a recommendation without all of the facts could actually end up harming you more than helping you?
Financially though, when was the last time ALL OF THE PEOPLE in your financial life were sitting around the table, all together, talking about YOU, the client?
The answer is almost NEVER!
Being uniquely qualified not only means having the education, experience and credentials necessary to assist you, it also means being qualified to interact with all of those people counseling you...making sure they are all on the same page for YOU!