Our Services
Your personal CFO
- Complete financial assessment
- Prioritize and set financial goals
- Referrals and assistance with CPAs and attorneys
Investment Management
- Regular investment reviews
- Investment research, analysis & selection
- Consolidate and simplify accounts
- Review existing 401(k) and IRA
- Advice on outside accounts
Wealth Management
- Retirement income planning
- Estate and charitable planning1
- Long term care planning
- Social Security benefit claiming strategies2
- Insurance planning
Helping You and Your Family
- Multi-generational legacy planning
- Insurance audit reviews
- Medicare supplement evaluation
- Client educational events and seminars
- Beneficiary designation review
- Probate avoidance strategies
- Final expense solutions
Safeguarding & Due Diligence
- Regulated by both SEC & FINRA
- Third party compliance and oversight
- Third party investment managers
- Third party investment custodians
- Insurance company due diligence
- Unbiased investment research
1. Legacy Wealth Partners, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
2. Not Associated with or endorsed by the Social Security Administration or any other government agency.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mboehm@legacyinvestments.net | (309)253-4726