Legacy Investments and Financial Planning, LLC is a full service financial services firm dedicated to simplifying the increasing complex financial needs of families in Southwest Mississippi. We believe families in this area should have all the services available in larger cities. We do this through extraordinary attention to detail, timely advice, communication and outstanding service levels.
We are not your typical financial advisor. We do not wait for opportunities to arise for our clients, we create opportunities. Our clients engage our firm for financial planning, investment management, insurance analysis, and retirement plans for their business. We operate on a fee or commission basis.
We are not your typical financial advisor. We do not wait for opportunities to arise for our clients, we create opportunities. Our clients engage our firm for financial planning, investment management, insurance analysis, and retirement plans for their business. We operate on a fee or commission basis.
Services
I have thought long and hard about what it would be like sitting across the table from me in an appointment. I would want to know that the advisor I am dealing with is experienced and knowledgeable. I have seen a lot in 22 years. There have been several "bubbles" that have burst, wreaking havoc on the financial markets.
As defined by the Financial Planning Association, financial planning is the long-term process of wisely managing your finances so you can pursue your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life. Bringing all the pieces of your financial life together is a challenging task.
We handle a wide range of retirement plans. We deliver a great deal of value to your plan. We are going to look at expenses and performance to deliver that value. We work with several reasonably priced administrators and custodians. They have done a good job for our clients, and by using them, you will have more money to use in other parts of your business.
Insurance is a necessary part of life because it is an essential tool for managing risk. It is designed to protect against the uncontrolled contingencies of health, death, natural disasters, and any loss of assets. Risk management is one of the more difficult components of the financial planning process because it addresses the unknown, the intangible, and the unexpected.
The way individuals handle and invest their money will often determine whether or not a goal is achieved. There are numerous types of investments available and the choices for investors can be daunting. It is important for the advisor to understand the various investment choices that are available, and to understand the advantages and disadvantages of each for a given situation.
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