Legacy Asset Management Inc. is an Independent Registered Investment Advisory firm that provides objective, fee-based comprehensive financial planning, portfolio management, and retirement plan consulting for individuals and corporate accounts. Since 1998, Legacy's focus has been on helping our clients build & protect their financial future.
Our professional staff, with credentials in financial planning, finance, and investments, is committed to evaluating and implementing the best solutions for our clients' specific needs.
Our professional staff, with credentials in financial planning, finance, and investments, is committed to evaluating and implementing the best solutions for our clients' specific needs.
Services
Joseph R. Birkofer, CFP(R), is principal and founder of Legacy Asset Management, Inc. in Houston. As a CERTIFIED FINANCIAL PLANNER professional and a Registered Investment Advisor, Joe works with clients by creating a comprehensive financial plan and custom asset allocation based on their individual needs.
Legacy's investment professionals design, implement, and manage various portfolio strategies based on the client's goals, income needs, risk tolerance, and time horizon. Because our clients are long-term investors, our investment strategies benefit from low security turnover and reduced tax liabilities.
Legacy Asset Management was founded in 1998 by Joseph Birkofer, a former Trust Officer with Chase Bank of Texas (formerly Texas Commerce Bank). Over the years, legacy has grown to service a multitude of client types, from individual investors with limited investment experience to employers with more than 1,500 employees.
Financial planning is the offering of providing comprehensive review and advice on all financial aspects. We believe that good financial decisions cannot be made in isolation, but require holistic consideration of all parts of our client's financial life. A fee-only financial planning engagement is a multi-step approach.
At Legacy Asset Management, we realize that retirement accounts are for most people their most significant financial asset. Many employers offer retirement benefits in the form of 401(k)s or related accounts to help themselves and their employees accumulate the needed funds for their post-working years.
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