We're changing how Pittsburghers protect and plan for what's important - Family, Income, Retirement. Meeting your insurance and retirement planning needs with outstanding personal service and solutions from some of the most trusted names in the industry. We work with dozens of Life, Disability, Health and Annuity carriers, multiple investment managers and Mutual Fund families.
So we won't have to compromise when it comes time to craft your plan. By placing the focus on the client first and taking a "what would I do in their situation" approach, we feel we can offer the most ethical and practical solutions to meet all of your financial needs. If you become sick or injured and are unable to work, the bills will still need to be paid.
So we won't have to compromise when it comes time to craft your plan. By placing the focus on the client first and taking a "what would I do in their situation" approach, we feel we can offer the most ethical and practical solutions to meet all of your financial needs. If you become sick or injured and are unable to work, the bills will still need to be paid.
Services
The mission of Legacy Wealth Strategies is to provide a "wholistic" approach to wealth management and asset protection. We believe the best Financial Plans have a solid foundation of protective products, a sound budget and savings plan and well considered investment choices for your current Life Stage.
A business strategy is the means by which it sets out to achieve its desired ends. You have ideas, goals, and dreams. We have a culturally diverse, forward thinking team looking for talent like you and make your dream come true. Strategy is the means by which it sets out to achieve its desired ends.
Life Insurance is an important part of a good financial plan. It can make sure your goals and dreams live on for those you care about, even if you're no longer here. It can make sure financial obligations are met, children can go to college, supplement your retirement and support charities. And Life Insurance with Living Benefits can even help while you're still alive.
If you had a Goose that laid Golden Eggs, would you buy insurance on the Goose or the Eggs? Your ability to earn a paycheck is your Golden Goose, but you're probably only insuring the stuff you buy. Becoming sick or injured and unable to work can be tragic. After you use up your sick days and your savings, what is your plan to make sure the bills get paid?
All of the Medicare choices available can seem overwhelming. But it doesn't have to be. You just need someone to really listen to what you need, understands the Medicare "language" and can then offer easy to understand choices. Get started by ordering your FREE Medicare 101 guide Today! We help clients find the best value by working with many leading insurance companies.
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