When looking for a CERTIFIED FINANCIAL PLANNER or CFP(R) in Chester County PA, look no further. We specialize in Financial Planning, Investment Management, Retirement Planning and 401k Rollovers and serve Exton, West Chester, Malvern, Downingtown and all of Chester County PA. Financial Planning is a highly specialized field and you must work with a Financial Planning firm you can trust with your hard earned assets.
We realized there was a need in the West Chester PA area for comprehensive Financial Planning and risk based Investment Management. Our unique Financial Planning and Investment Management approach provides clients in the West Chester PA area with tax efficient, coordinated Financial Planning and Investment Management.
We realized there was a need in the West Chester PA area for comprehensive Financial Planning and risk based Investment Management. Our unique Financial Planning and Investment Management approach provides clients in the West Chester PA area with tax efficient, coordinated Financial Planning and Investment Management.
Services
Legacy was founded on the principles of offering comprehensive financial plans together with prudent investment management and superb client service. Some of the services we provide for our clients include retirement planning, investment management, education planning as well as life insurance and alternative investments.
When building a financial plan first we analyze your individual situation, risk profile and investment goals. Taking all those factors into account we construct a customized financial plan and investment portfolio that addresses your unique needs. It is our philosophy that a financial plan needs to be balanced for safety, income, growth, taxes and inflation.
Clarify Your Present Situation - Legacy works with you to clarify your current financial situation by collecting and assessing all relevant financial data such as lists of assets and liabilities, tax returns, investment statements, insurance policies, and pension plans, etc. Identify Goals and Objectives - What are your basic investment objectives?
Deciding how to benefit from your retirement assets and add to your current income is every bit as important as your planning and preparation to this point. You have spent considerable time and effort towards accumulating your current assets. It is now time for your assets to work as hard for you as you did to accumulate them.
Chances are very high that you will not be employed with the same employer for your entire life. This brings up the question of what happens to your 401(k) account with a particular employer when you change jobs. As a general rule, we suggest you should not leave your money sitting in your former employer's 401k plan.
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