Comprehensive Financial Planning

The future will never be less complicated than it is today.  As such, defining detailed, measurable, and time-specific goals with financial planning take the guesswork out of what decisions need to be made in order to secure your financial future. 

At Legacy Asset Management, you will be working with Certified Financial Planning^TM professionals to define and achieve your unique financial needs by creating a roadmap specific to you. 

According to the CFP® Board’s Consumer Guide to Financial Planning:

“Working with a CFP® professional can secure your financial well-being and give you peace of mind.  Some people decide to do their own financial planning, but you may want to seek help from a CFP® professional if you:

• Want to better manage your finances, but aren’t sure where to start
• Don’t have time to do your own financial planning
• Want a professional opinion about the plan you’ve developed
• Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
• Have an immediate need or unexpected life event

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