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The Legacy Way

Your Personal Wealth Shield Strategy

By customizing a financial plan to fit what is important to you, we are able to create your own financial road map. We’ll guide you through the complex maze of financial solutions and do it in a way that is simple to understand, straightforward, and precise.

Financial and Tax Planning

  • Budget & Debt Analysis
  • Future Income Planning
  • Investment Portfolio Review
  • Retirement Road Map
  • Accounting Services & Tax Preparation
  • Disability & Long Term Care Planning
  • Medicare & Social Security Benefit Coordination

Wealth Transfer Strategies

  • Complete Estate Planning
  • Advanced Tax Strategies
  • Legal Document Review
  • Wills & Trusts
  • Legacy Funding
  • Charitable Gifting
  • Life Insurance Policy Review
  • Pre- and Post-Death Planning

Business Wealth Shield Strategy

Legacy Wealth Management will assist you in developing a sound strategy for the ongoing management of your company. We provide services ranging from simple business creation to the most complex business succession planning solutions. Let our team of CPAs, financial analysts, business lawyers, and financial planners create a custom business plan that addresses your business needs.

Business Consulting & Employee Benefits

  • Comprehensive Business Creation Program
  • Retirement Plans – 401(k), Profit Sharing, Simple Plans, Defined Benefit & 412(i)
  • Health, Life & Dental Insurance
  • Short and Long Term Disability Plans
  • Long Term Care Programs
  • Voluntary Benefit Programs
  • Business Accounting and Tax Strategies
  • Bookkeeping

Business Succession Consulting

  • Business Valuation
  • Pre- and Post-Death Planning
  • Buy/Sell Agreement Structuring & Funding
  • Key-Man/Woman Insurance
  • Cross-Purchase Agreements
  • Business Overhead Protection
  • Generational Planning