Financial Planning
At The Legacy Group, we take the collaborative approach to financial planning very seriously. We get to know you. Simply talking with us about your financial goals identifies a broad range of personal, as well as financial priorities. We consider all areas of your financial situation before developing a plan. We learn not only what your financial goals are; but what your dreams are.
Why? Because people often close doors on their dreams. They wrongly deny what’s in their hearts because they think it’s not attainable. We remove conflicts of interests by not working for large insurance or security-related firms.. As an independent firm, The Legacy Group can locate a large variety of investment vehicles. Therefore we’re also able to remove all product-related limitations.
You may wonder how you’ll achieve your goals and dreams while maintaining your values and stewardship principles. You want a like-minded advisor with a proficient staff you can trust.
Personal compatibility is as important to us as it is to you.
Legacy advisors function as a team, working in concert with attorneys, certified public accountants and bankers to serve your needs in achieving your goals. The sophistication and complexity that we offer requires a team of specialists who work together smoothly and efficiently. We developed a system that puts this collaborative effort into action. We call it The Legacy Coaching System.
The Legacy Coaching System achieves investment success through a set of clearly defined tasks implemented in a disciplined fashion:
- Discovery of Values – we conduct in-depth research to determine your goals and dreams, and assess your current situation.
- Advisory Team Strategizing – the documented research is studied and a strategy is developed.
- Legacy Recommendations – an investment strategy that reflects your values and risk tolerance is presented.
- Financial Plan Development – a comprehensive plan is written with input from other key advisors, professionals and family members.
- Implementation – the plan is implemented.
- Ongoing Evolution – results are monitored periodically so that we can make course corrections.
In preparing a financial plan, we create a summary that is easy to understand. This serves as a clear and concise recommendation that explains what needs to be accomplished to reach your financial goals. Our fees are clearly communicated up front. We screen your financial choices and then verify that you understand the positive and negative aspects of each.
To learn more about how we can help you realize your dreams, contact us at 941-870-0070, or visit us online at www.elegacygroup.com