Welcome to Legacy Wealth Alliance! We are glad that you are here and invite you to review our site. Many people visit us to find the answer to one question, “Do I have enough? Whether for college education, to secure your family and business when you die, or to live the lifestyle you envisioned for the rest of your life when you retire. When you ask an individual, “What age would you like to retire?” Within 5 second and 5 years, most people have an age identified. One’s age does not designate their ability to retire. The amount of your personal wealth, accumulated assets, and your ability to derive a needed monthly income makes that happen.
During our 26 years in the financial industry, we have seen our clients buy many financial products from multiple providers to answer that question, “Do I have enough?” We believe there are two challenges with this method: 1. Answering the question, requires a process and strategies as the first step, not product selection. Defining your vision in terms of timeframes, dollars, performance expectations, and tolerances for risk. Only after this process has taken place, can you recognize any gaps and are more educated to make better product selections. 2. You purchase insurance through an agent, investments through a broker, and mortgages, car loans, and bank accounts through a banker. In addition, the benefits that your employer may provide to you. Therefore, since these professionals rarely communicate or collaborate on your behalf, no one understands the big picture how all these products are coordinated to achieve your goals and visions collectively.
The reason that Legacy Wealth Alliance exists, is to help our clients, their families, and businesses find the direction and thus the answers to that question, “Do I have enough?” We follow a disciplined process that identifies gaps, determines if your existing products are the best fit for your goals, and identifies areas of improvements. Each plan we create in that process, is customized to you individually. While a goal of retirement is common, the “how” can be very different based upon more emotional factors such as fears, worries, concerns, and individual expectations and priorities. We create individual Action Plans and coordinate those with you accountants and estate attorneys. While planning and gap analysis are important, it is the execution of those plans that typically leads to improved results. Unbiasedly, we can represent your needs in the insurance and investment marketplaces and bring you options to consider. This is not a system that we build and once completed, wish you well never to see us again. This is a process we follow every single year towards building, protecting, and transferring your wealth.
Thank you again for visiting us and giving us an opportunity to share what we believe makes us difference. We hope to have an opportunity to meet with you regarding your personal situation, and some day, the privilege of having you become a part of our Legacy Wealth Alliance family.