Our Services
Goals-Based
Financial Planning
Investment
Management
Risk
Management
Estate
Planning
Investment Management
The act of managing your assets for the purpose of reaching clearly defined goals.
We create an asset allocation strategy that utilizes your:
- Risk Tolerance
- Financial Goals
- Investment Objectives
- Time Horizons
Goals-Based Financial Planning
Together, we will create a holistic plan that matches your financial goals to your values. We then help you prioritize all of your goals ranging from the necessities of life to the things that allow you to Live your Dash.
What is important about money to you?
- Healthcare Costs
- Travel
- Vehicles
- Home Improvements
- Celebrations
- Future Personal Care
- Future Aspirations
- Your Legacy
Risk Management
Identifying, analyzing and responding to risk factors allows us to:
- Understand and manage your risk proactively.
- Create a plan tailored to your unique values and goals.
- Develop and implement wealth protection strategies.
Estate Planning
Your estate consists of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture and personal possessions. No matter how large or how modest, everyone has an estate and something in common - you cannot take it with you when you die.
Estate planning addresses these and other items:
- Do you have a will or trust?
- What happens when you become incapacitated or die?
- How, when and to whom will your assets be distributed?
- Are your beneficiaries current?
- What will be your legacy?
Our Planning Process
A Journey Worth Taking
A plan without action is just a plan. Walk with us on your financial journey and experience the Legacy difference. Our proven process produces results:
Define Your Dash
This meeting is designed to help us understand what is truly important to you and your family so you can Live Your Dash to the fullest.
Creation of Financial Plan
We will create a Financial Life Plan that will provide you with definitive recommendations as you work to achieve your goals.
Plan Implementation
This step is designed to take action by implementing the recommendations from your Financial Life Plan.
Financial Plan Review
We will review your plan and investment portfolio, discuss what has changed in your life since our last review and make recommendations to increase your probability of success.
Implement Plan Updates
During this phase, we will implement the revisions from your Review and Accountability Meeting. Keeping your plan updated will give you the financial confidence to Live Your Dash.
