Services

Advisory Services

Big or small, our advisory services are designed to meet your financial needs.  We evaluate and help strategically plan how to invest your assets to meet your goals.

The planning we provide is incorporated into our portfolio management software that brings a level of transparency and up-to-date analysis of how your assets are performing in the market.  In this way, we can continuously monitor your progress and manage your portfolio with you.

Our comprehensive planning takes into account tax consequences, estate gifting and contributions, and financial trends.  In addition to individual investment planning, we service pension and profit sharing plans, trusts, estates, charitable organizations, and corporations.

Business Succession

Business owners have specific financial concerns.  

Whether you choose to transfer out of your current role or leave the business altogether, a business succession plan can help ensure an orderly transfer of ownership to your partners, family members, or employees.

Legacy Planning & Associates can develop a business succession plan that will help ensure your business continues to meet its financial goals.  Our planning begins by evaluating your company and developing a plan that takes into account your financial realities.

Portfolio Management

Legacy Planning & Associates' primary focus is serving the needs of our clients.  We customize a financial plan for you that balances market risks with your goals and values.

Our portfolios are comprised of low-cost index funds, institutional-quality offerings from dimensional fund advisors (DFA), individual securities, mutual funds, and exchange-traded funds (ETF).
 

business people