THE VALUE OF A FINANCIAL PROFESSIONAL

Services Provided by Legacy Partners

Financial professionals provide many valuable services. We can help you:

​

• Develop a long-term financial plan consistent with your time horizon, goals, financial situation and risk tolerance.

• Analyze the risks and potential rewards of various investments.

• Help clients understand the value of a long-term investment perspective and a diversified asset mix spread among different asset classes, sectors and countries.

• Build a portfolio that fits your needs, and monitor and change it over time.

• Connect our clients with other trusted advisors in the estate planning field such as wills and trusts, through our many years of developing strategic relationships for our clients.

​

​