We provide our clients with retirement income strategy options that they will never outlive! Legacy Wealth Partners has been working with friends and neighbors throughout the greater Baton Rouge area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients.
When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That's why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.
When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That's why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.
Services
As a co-founder and senior partner of Legacy Wealth Partners, Jason Doise focuses on helping motivated people understand and avoid financial pitfalls. Prior to founding co-founding LWP, Jason worked at Mutual of Omaha, where he was recognized as one of the top advisors in the state of Louisiana. He was also acknowledged as a leader within the company, serving as a mentor to newer advisors.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals.
At Legacy Wealth Partners, we hold informational seminars for our clients and the greater community that feature information on specific retirement topics. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being.
It is important to feel you have control over your future. At Legacy Wealth Partners, we offer our experience and knowledge to help you design your own strategy for financial independence. By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
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