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.
We start by discussing your vision, values, goals and objectives. This is also when the relationship is assessed. Is it a good fit?
2. DEFINING THE ENGAGEMENT
Next step is to mutually define the engagement. How can we best work for you by adding value to your personal and financial situation.
3. DISCOVERY PROCESS
After the engagement has been determined, we begin obtaining copies of relevant statements, documents and data specific to you. This is also where you define your vision, values, goals and objectives.
4. PRESENTING & PRIORITIZING SOLUTIONS
At this point, once all the relevant data has been collected, we are able to identify and present areas that require your attention. You then select and prioritize your top strategies to be implemented.
Here we help you implement the strategies you have prioritized. This often involves coordination with other industry professionals you already have a relationship with.
6. ONGOING REVIEWS
This involves reviewing your vision, goals and performance on an ongoing basis. Many times new priorities are established and updates to your plan are reforecast.