There are few guarantees in life. Death and taxes are the universal responses we hear. Another is that as a business owner, you WILL exit your business one way or another. We help owners plan beyond funding buy/sell agreements by exploring all of the potential exit paths, determining how much you want, how much you need, quantifying "the gap," and developing a 'RoadMap.'
Wealth management is the coupling of financial planning and investment management – two inseparable components of a successful financial life. We understand that financial management extends far beyond just handling your assets, and we’re with you every step of the way.
We believe our clients are never too young to begin thinking about their unique legacy and how to craft their estate plan. At Legacy Financial Advisory, we consider an estate plan to be an integral part of any ongoing financial planning process .Insightful estate planning transcends money—it reflects values.
We’ll work together to develop a financial plan to meet your goals. Whether you want to retire early, buy a vacation home, put the kids through college, or travel the world – we’ll help you get there. YOU are the focus of this process - we listen and clarify your goals and help uncover your financial needs and lifestyle aspirations, and ultimately, determine where you want to be and when you want to be there.