Legacy Wealth Management is a financial services firm. Our responsibility is solely to you, our client. Our recommendations are designed specifically for your situation.

LIFE EVENT FINANCIAL PLANNING
The planning process due to a life event or a transition is a very dynamic process. As you move through various challenges and stages in your lives, your goals, priorities and needs will also change. When you encounter unexpected events such as a death of a spouse or loved one, an inheritance will trigger an acute need for financial planning.

A strong foundation is essential when it comes to your financial plan. Just like a building where you start with the foundation and then move upwards, a financial plan is essential to providing a solid base. A typical plan consists of five essential building blocks: insurance planning, retirement planning, tax planning and estate planning.

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Legacy Wealth Management

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