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Financial Planning

Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. We have recently been recognized as a Five Star Wealth Manager by Philadelphia Magazine.Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution. - I am a Financial Planner, and Chartered Retirement Planning Counselor serving successful individ

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$225/hr Ongoing

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Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. We have recently been recognized as a Five Star Wealth Manager by Philadelphia Magazine.Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution. - I am a Financial Planner, and Chartered Retirement Planning Counselor serving successful individ

Skills & Expertise

BenefitsBusiness PlanningFinancial PlanningHolistic Financial PlanningManagement

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