Legacy Wealth Alliance.

Call us at 480-212-7000

The Experience You Need.

The uncertain economic times of the past few years have taken a toll on many of us and our portfolios. During times like these, it’s even more important to have a knowledgeable financial planning ally in your corner, helping to guide you as you navigate your way toward a solid economic future for you and your family.

Strategic Financial Planning

Our Products and Services

Financial Planning*
At Legacy Wealth Alliance, we forge individual relationships with clients. We call it “life planning” – creating an individualized financial plan with clear, realistic goals and a structured framework that helps our clients achieve their goals. Our LFS-registered financial planners utilize tools like savings and accumulation strategies, tax strategies, estate planning, investment strategies, charitable giving strategies and retirement planning to address all aspects of a client’s financial well-being, and have access to several leading insurance companies to offer property and casualty, life and health insurance solutions.
Module Planning*
We work with clients to plan for real-life events with integrated asset allocation, using what we call the Financial Planning Module. We balance risk and reward by reviewing and apportioning an individual’s portfolio assets based on security selection, market timing and other factors. As a result, our clients know that their financial plans are structured and diversified, helping them to leave their heirs a lasting legacy.
Insurance Services
Because insurance plays such an integral role in any balanced portfolio, we work with clients to make sure they have sufficient coverage to provide improved confidence for them and their families. Legacy Wealth Alliance provides long-term care, property and casualty insurance geared toward meeting an individual’s specific needs.
Retirement Planning*
A secure, comfortable and early retirement is every worker's dream; however planning for the future can be a daunting task with countless variables to consider. At Legacy Wealth Alliance, we have the knowledge and real-world experience it takes to simplify the process and help our clients develop a realistic retirement planning strategy, one that can help to avoid outliving their assets. We provide advice on retirement planning, including IRAs, 401ks, annuities, Social Security, estate planning and savings plans to help guide you along the path of retirement planning.

 

8950 South 52nd Street, Ste 204| Tempe, Arizona 85284

Telephone: (480) 212-7000 | Fax: (480) 212-7002