At Legacy Wealth Alliance, we forge 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 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.
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.