We know that no two clients are exactly alike. Each is unique and deserves special attention in the creation and delivery of custom financial solutions. Legends Financial Services, Inc. creates solutions to work toward meeting each individual client's specific needs.
Our practice provides sophisticated wealth management for affluent families and retirees who wish to work with an experienced, trusted professional practice or wish to take advantage of services available through LPL Financial.Are seeking a custom-tailored approach, a trustworthy advisory team, excellent communication, and a comfortable relationship with their financial advisor.
Our practice provides sophisticated wealth management for affluent families and retirees who wish to work with an experienced, trusted professional practice or wish to take advantage of services available through LPL Financial.Are seeking a custom-tailored approach, a trustworthy advisory team, excellent communication, and a comfortable relationship with their financial advisor.
Services
A transparent, effective planning process is based on two key aspects of financial planning: protection and access to funds when needed. A plan must ensure liquidity, to allow its owner to access funds when needed. It must also take into account key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness.
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis. From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with suitable financial products and services. A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
Reviews
Be the first to review Legends Financial Service.
Write a Review