On April 30th 2024, the Legacy Wealth Management team entered into a partnership with Avantax Planning Partners SM. This partnership will allow us to expand the services we provide you and leverage the Avantax operational expertise. Your service from Legacy Wealth Management will not change, your accounts and login information will stay the same. The only difference you may notice is the brand changing to Avantax Planning Partners. If you have any questions, please contact us as usual.

Please note that this website will be transitioned to www.avantax.com on June 30, 2024.

Process

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We believe financial planning could use something new… Simplicity


 

  1.  WE MEET

We ask questions, listen and answer your questions. We make sure our services and your goals are a good fit. If yes, we proceed to step 2.

 

  2.  DEVELOP YOUR VISION

We dive into all your goals, hopes and dreams for the future as well as into your worries and what-ifs. We ask fundamental questions to give us a better understanding of your time horizon and tolerance for risk.

 

  3.  CREATE YOUR PLAN

Based on your input from step 2, we put together an individualized plan that addresses each one of your goals and includes tax-efficient strategies to help you succeed.

 

  4.  PLAN EXECUTION

Then, to ensure you feel comfortable and confident, we take you step by step through your account statements.
 

  5.  FREQUENT MONITORING

Ignoring a financial plan once it’s set up can mean missing out on key opportunities to adjust along the way. That’s why we engage you in frequent monitoring of your plan, to give you every possible financial advantage.