Legacy Consultants Wealth Management

810-579-1100

The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Your life...your legacy.

At Legacy Consultants Wealth Management, we are committed to helping you pursue your financial goals. Utilizing several decades of experience and an ever-expanding knowledge base, we are able to provide recommendations tailored to your unique situation.
 
Why Legacy Consultants Wealth Management?

Just as you seek a doctor's expert opinion regarding aspects of your physical health, it is equally important to consult with qualified specialists regarding matters of financial health. We believe that regardless of your current stage in life, the time to start planning is now. Our team is equipped with the expertise and resources required to develop strategies that will improve your financial well-being. We employ a comprehensive, holistic approach to financial management and specialize in the following:

  • Retirement planning and analysis
  • Tax planning
  • Cash flow and budget analysis
  • Education planning
  • Trust and estate analysis
  • Asset management

Our objectives are simple: to assist you throughout all of life's financial transitions, to provide you with the best unbiased, independent advice and investment services, and to protect your legacy for generations to come.

If any of the following statements sound familiar to your situation, call us today and we can begin the journey to financial independence:

  • I want to better manage my finances, but I don't know where to start.
  • I think I'll be able to retire in a few years, but how can I know for certain?
  • I'm saving a little money here and there, but what will it all mean down the road?
  • I just don't have the time to manage my own financial plan.
  • I'm ready to set specific goals and take control of my financial future.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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