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The Wealth Shield Services

Personal Wealth Shield Strategy

By customizing a financial plan to fit what is important to you, we are able to create your own financial roadmap. Our objective is to guide you through the complex maze of financial strategies and do it in a way that is simple to understand, straight-forward, and precise. We are an independent financial firm- not tied to a single company- but representing more than one hundred different, companies. This independence gives us the ability to pick and choose from a wide variety of resources, allowing us to create a financial strategy to meet your specific needs.

Financial and Tax Planning

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

Wealth Transfer Strategies

  • Complete Estate Planning
  • Advanced Tax Strategies
  • Legal Document Review
  • Wills & Trusts
  • Leagacy Funding
  • Charitable Gifting
  • Life Insurance Policy Review

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 strategies. Our network of CPAs, financial analysts,business lawyers, and financial planners can help create a custom business plan that addresses your business needs. At Legacy Wealth Management,we understand that successful business planning also integrates personal planning.

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