Planning Concepts:
Asset Allocation
Implementing a risk-adjusted portfolio strategy designed to meet an investor's personal financial objectives.​​
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As your total investment portfolio is created, we believe it must contain an appropriate blend of investment classes to weather the economic cycles that will come and similarly resemble changing seasons. At Legacy Partners we take great care in metaphorically helping you pick out the most appropriate financial wardrobe to help you handle life's financial seasons
Financial Planning​
We help you develop a roadmap designed to achieve your goals: ranging from short-term income needs to long-term estate planning** and philanthropy.
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Just as you wouldn't contemplate starting a trip without a destination in mind, it can be very difficult to chart your financial course without a plan. At Legacy Partners we can help you identify the trail you would like to take, and plan your route with care. While there may be detours along the way, we will help you stick to or adjust your plan to help you reach your end destination.
Tax Efficient Investing
Incorporating investment strategies that help to reduce or where possible, potentially eliminate taxes.​ Over the years the US tax code has changed and been modified. We have at our fingertips concepts and strategies that can help mitigate tax liability in retirement.
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Is funding a ROTH IRA in my best interest?
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Can you help me with college funding solutions for my children or grandchildren?
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How will provisional income impact my Social Security benefits?
*Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.
**Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.