The Wealth Shield Strategy

The Discovery Process - We will uncover the information that is critical to your ultimate financial success. We will discuss your goals and objectives. We will also talk about what money means to you and how you want it to impact your future and your future legacy.

The Clarity Breakthrough - We will analyze your situation and bring back to you a real-time appraisal of where you are in relation to your goals and objectives. You will have a very clear picture of where your strengths are and what may be misaligned in your financial picture.

The Value Assessment - We will determine whether our team of wealth managers, tax planners, business consultants, and estate specialists can bring value to you or your business. We can also determine which expert in our firm is best suited to work with your unique situation. After hearing our value proposition, we will discuss a fee schedule for future services.

The Navigation Strategy - We will first educate you about the variety of strategies that may work in your situation. You will be provided with a step-by-step strategy to address any gaps in your current plan. At this point in the planning process, you are free to implement your Wealth Shield Strategy with any advisor you choose.

The Wealth Shield Strategy Implementation - Should you decide to work with us further, we will guide you through our comprehensive process of putting our recommendations into action. If you wish to integrate this plan with our team as well as other professionals, we will coordinate and track the implementation process and follow up with you regarding the components of the program that may not directly involve Legacy Wealth Management.

The Guidance Advantage - We believe in supporting our clients on an on-going basis. We look at your investments quarterly to reanalyze your performance relative to your goals and objectives. If we see that changes are necessary, we will communicate with you directly.

The Expansion Review - From time to time, we will evaluate the progress of your Wealth Shield Strategy, review any life changes, and update the strategy accordingly.