Personal financial advice that puts YOU in control
Legacy Financial Advisors LLC was created with the mission of helping you to achieve your goals in spite of marketing forces that may work against your interests and a lack of familiarity with the subject matter.
Some things stay the same … good analysis often times needs to dig deep to get solid results.
Some things change … we have more responsibility today for navigating our retirement, college financing and securing our financial futures. We must use changing tax laws and investment instruments wisely, which often requires expert assistance.
Seven Legacy Financial Advisors LLC Distinguishing Points
We understand you have many choices when it comes to financial planning. Here's what sets us apart:
- Fee Only- We have always been fee only. Why? Objectivity and doing what's right for the client not selling a group of products. We charge hourly so you can get the work you need to have done with minimal initial commitment.
- Customized Fee Arrangements- We offer retainer arrangements as well as ala carte planning and investment advice. Most clients do return at least annually for rebalancing and we suggest that they do.
- No Minimums- We work with any initial investment amount even though many of our clients could easily meet others’ minimums.
- Integration Of All Financial Aspects- Your finances and taxes are integrated with financial planning, portfolio construction, tax planning and cash flow planning. We design your finances and taxes to work in sync with one another and search for solutions that meet all the needs for which you contract.
- Excellence is Our Norm – We seek to provide excellent service at a moderate price. Too often people receive mediocre products while paying a premium rate.
- Transparency and Accessibility- We're accessible to our clients and our fees are transparent so we are here when you need us and you are not guessing about costs.
- Quality - You can choose the best CPA to prepare your tax return and the best estate attorney to prepare your documents. We are happy to work with him or her. Offering one stop services may seem attractive but it may keep you tied somewhere you don't want to be.
Get the best of all worlds and diversify your advisors when you diversify your portfolio, creating a team that minimizes risk.
Our fee structure is clear and you have time to make decisions without pressure, with a week to review our contract and engagement letter before starting a project.
See our list of Financial Services.
Legacy Financial Advisors is a member of the Garrett Planning Network and the National Association of Personal Financial Advisors.
Comprehensive financial planning
College expense planning
Retirement planning
Income tax planning
Investment advisory services
Business owner strategies
Portfolio Rebalancing
Budgeting and cash flow management
…and more!
Legacy Financial Advisors LLC – Customized, competent, conflict-free financial advice and services.
Contact us or call today for more information: 216-571-6711
Barbara's Appearance March 2008