11.11.2022 Commentary
Hello Legacy Wealth Alliance Family, Where has 2022 gone? With the mid-term elections behind us, and the holiday season coming…
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FINANCIAL
Let’s build a comprehensive financial plan.
RETIREMENT
PLANNING
A secure, comfortable and early retirement is every worker’s dream.
INVESTMENT
PLANNING
Implement an investment strategy that incorporates time proven concepts.
INSURANCE
SERVICES
Protect your assets by managing risks.
ESTATE CONSERVATION &
DISTRIBUTION PLANNING
Create a lasting legacy for your loved ones.
SERVICES THAT MAKE
US DIFFERENT
This is our approach.
READY TO MAKE A PLAN?
GET YOUR NO OBLIGATION COMPLIMENTARY CONSULTATION WITH A FINANCIAL PLANNER!
We work with you to plan and implement an achievable strategy, designed to enhance, preserve and protect your wealth. Ready to take the next step?
Todd Martin
President
Todd has been in the financial industry for 30 years and obtained his investments licenses in 1992. He is the founding member of Legacy Wealth Alliance and responsible for the vision, direction, and offerings for our clients. His nickname is the “Professor” as he can take complicated financial strategies and make them easy to understand with the goal of educating our clients on the options. Todd enjoys training for triathlons having completed multiple Ironman events. He also enjoys reading, skiing, spending time with his family, and recently took up lessons to learn how to play golf. Todd has been married to his best friend, Amy, for almost 28 years. Together, they are raising three daughters, McKenzie, Tori, Addyson, and their black lab Molly.
Tel. (480) 212-7000
CONTACT ME
PATTIE GRADL
Office Administrator
Pattie has more than 30 years of experience in the financial services marketplace. She joined Legacy Wealth Alliance after 11 years with Sagemark Consulting / Lincoln Financial Advisors in Cleveland, Ohio. Her primary role is managing the operations at Legacy Wealth Alliance. In addition to overseeing the operations of the business, Pattie is solely responsible for managing the internal workflow, caring for our clients, and maintaining vendor relationships.
Tel. (480) 212-7000
CONTACT ME
Jon Launder
Para Planner
Jon Launder came to Legacy Wealth Alliance from Wisconsin after four years in the Wealth Management profession. He graduated from the University of Wisconsin-Milwaukee with a Bachelor’s degree in Business finance in 2015. In 2018 he became a CERTIFIED FINANCIAL PLANNER. In his free time Jon enjoys watching the Green Bay Packers, Mountain Biking and spending time with friends and family.
Tel. (480) 212-7000
CONTACT ME
SCHEDULE YOUR NO OBLIGATION
COMPLIMENTARY CONSULTATION
TAKE YOUR 1st STEPS TOWARD A BRIGHTER FINANCIAL FUTURE
Determine Life Goals
Determine and write down your short and long-term financial plans and life goals.
Keep Track of Spending
For a week, keep track of every penny you spend, to see where your money is going.
Gather Records
Gather records such as tax returns and checking, brokerage and retirement account statements.
RETIREMENT PLANNING Goals
Figure out your retirement planning goals and how you expect to meet them.
Think Hard
Think hard about you want to protect your heirs after you’re gone.
Determine Investor Type
Determine whether you’re a conservative or risky investor.
COMPLIMENTARY CONSULTATION PREPARATION
10 STEPS IN THE JOURNEY TO FINANCIAL SUCCESS
1. Create a Positive Cash Flow
Spend less than you currently make! Create a budget and track your expenses to find out where your money is spent.
2. Build an Emergency Fund
Depending on your personal situation this should represent 3 to 6 months of your total expenses.
3. Capture Your Surplus
After you have identified your excess cash flow, capture this money by developing an achievable savings plan.
4. Manage Your Risk
Develop a strategy to protect the assets you have.
5. Automate Your Investment Strategy
Develop a monthly investment strategy by automating your savings.
6. Diversify, Rebalance and Repeat
Diversify within each asset class and asset sector then rebalance periodically to maintain allocation.
7. Remain Disciplined
Stick to your budget and try increasing your savings 1% annually.
8. Track Your Progress
Create a net worth statement to track your progress and milestones achieved.
9. Develop an Estate Plan
Ensure your discipline and planning are passed on beyond your life.
10. Work with a Financial Planner
To help you formulate and implement a plan encompassing all steps of the financial planning process.
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