The Legacy Team

Legacy Team

Comprehensive Financial Planning

Investment allocation

Retirement Planning

  • Social Security
  • Income Planning & Cash Flow Analysis
  • Predictable Income
  • Life Events

Insurance planning

  • Life
  • Disability
  • Long-Term Care
  • 2nd to Die Insurance for Estate Planning

Tax Planning, Pre- and Post-Retirement

Risk Management

Required Minimum Distribution Calculation and Planning

Charitable Giving Planning, including but not limited to Donor Advised Funds and Charitable Remainder Trusts

Estate Planning

  • Beneficiary Reviews
  • Holistic Family Planning (Next Generation, Elders)

Access to comprehensive Financial Planning Tools

Liaise with other professionals, i.e. CPAs, Estate Planning Attorneys, etc.

College/Education Savings and Planning

Portfolio allocation of assets we manage (our own Investment Models) as well as outside assets (Retirement Plans)

Public Market Investments to include public market Stock and Bond Investment managers, CD's, and Structured Notes

Private Market Investments to include access to alternative products

Tax advantaged allocation

Goals-based investment allocation

Business Planning

Key Person and Buy/Sell Insurance

Small and Large Business Retirement Plans


Notary Services
Quarterly Market Commentary

Ongoing Education, Consultation, Review

Investing in securities involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal. Diversification and asset allocation strategies do not assure profit or protect against loss.

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