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How does the advisor help clients – Key Takeaways:
Legacy Retirement Advisors is a premier financial planning firm dedicated to helping clients reach their retirement goals. With years of experience and a team of dedicated professionals, they provide personalized and comprehensive financial services to individuals and families. Their approach is based on the belief that a strong financial plan is the foundation for a successful retirement.
Here are key takeaways of how Legacy Retirement Advisors helps their clients:
- Provides personalized and comprehensive financial services
- Dedicated team of professionals with years of experience
- Focus on creating strong financial plans for a successful retirement
Facts and Insights
Legacy Retirement Advisors has been in business for over 10 years and has assisted countless clients in achieving their retirement goals. Their success can be attributed to their personalized approach towards financial planning. By understanding their clients’ unique needs and circumstances, they are able to create customized plans that align with their retirement vision.
Retirement planning is a complex process and requires expertise in various financial areas. Legacy Retirement Advisors offers a wide range of services such as investment management, retirement income planning, tax planning, and estate planning to help clients achieve financial security during their retirement years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 10 years |
Financial Services Offered
Legacy Retirement Advisors offers a comprehensive range of financial services to help clients achieve their retirement goals. These services include:
- Investment Management
- Retirement Income Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Social Security Planning
Client Types
Legacy Retirement Advisors works with a diverse range of clients, including individuals, families, and small businesses. Their team is equipped to handle the unique financial needs of each client and provide them with customized solutions.
Fees & Compensation
Legacy Retirement Advisors follows a fee-based compensation structure where their fees are based on a percentage of the assets under their management. This structure ensures that their interests are aligned with those of their clients, as they only earn more when their clients’ portfolios perform well. They are transparent about their fees and provide clients with a clear breakdown of costs.
Background
Legacy Retirement Advisors was founded with the mission to help individuals and families achieve financial security and peace of mind during their retirement years. Their team of experienced financial professionals brings years of expertise and knowledge to assist clients in creating a solid financial plan for their retirement.
Financial Advisor Disclosures to Know
Legacy Retirement Advisors is a registered investment advisor (RIA) and is required to adhere to fiduciary standards. This means they are legally obligated to always act in their clients’ best interests and put their clients’ needs above their own.
In addition, Legacy Retirement Advisors has a clean record with no disciplinary actions reported by the Securities and Exchange Commission (SEC) or any state regulatory agencies.