Contrary to the transactional behavior one might observe in the retail environment, Legacy Solutions, Inc. is a process oriented financial planning firm whose advisors provide a fiduciary focus on building and maintaining relationships with their clientele. The firm’s focus is primarily in the areas of retirement, estate and executive benefits (including succession) planning as well as wealth management and retirement income distribution.
Our process helps demonstrate various potential client outcomes given multiple scenarios. The end result is a specific, measurable, achievable and timely action plan that strives to improve the probability of creating a desirable, secure financial experience while maintaining that decisions, along the way, are not just quantitative, but qualitative as well, which helps support valuable life planning in general.
Our clients, whether they are individuals or businesses, are our highest priority. While effective planning and wealth strategies are important, it is vital that each client understands “why” a strategy is most appropriate for them in order to help achieve a desirable result which also suggests sound execution and continuous monitoring; we call this the Legacy Solution.