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Asset Allocation

Implementing a risk-adjusted portfolio strategy to meet an investor's personal financial objectives.

When you go out for the day, you get dressed based on the mornings weather forecast. Your Closet contains clothes to weather the conditions for a variety of seasons. As your total investment portfolio is created, we believe it must contain proper 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

Developing a roadmap for achieving an investor's goals, ranging from short-term income needs to long-term estate planning and philanthropy.

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 your plan to reach your end destination.

Portfolio for Investor Strategy

Tax Efficiency

Incorporating investment strategies that help to reduce and in some cases can even 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. 

  • Is funding a ROTH IRA in my best interest?

  • Should I convert my IRA to a ROTH IRA?

  • Is funding a 529 college plan beneficial for my children or grand children?

  • 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.

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