Whether you want to retire comfortably or fund your grandchild's college education, you've got important financial goals. Legacy Wealth Management can help build and protect your wealth based on your needs so that you have more time to focus on what matters: enjoying it. Since Legacy is a fiduciary fee-only firm, your financial plans will be unbiased and based purely on your goals (not a commission).
That's just one reason 98 percent of Legacy clients stay Legacy clients. With experience and insight in estate law, tax, insurance, and investments, your management team offers expertise beyond financial planning. Legacy is the premier wealth management firm that specializes in helping FedEx pilots navigate their contracts and benefits.
That's just one reason 98 percent of Legacy clients stay Legacy clients. With experience and insight in estate law, tax, insurance, and investments, your management team offers expertise beyond financial planning. Legacy is the premier wealth management firm that specializes in helping FedEx pilots navigate their contracts and benefits.
Services
As a Legacy client, you'll have a whole team devoted to helping you reach your financial goals. And since multiple people will be familiar with your case and invested in your success, you'll get immediate assistance whenever you need it. Our Investment Committee monitors fund performance, researches new opportunities, and reviews investment decisions.
Want advice on business management and transition planning in addition to personal finances? Based on your present and projected finances, we'll put together a plan that will ensure your comfortable retirement. With a plan based on earnings estimates, growth, and historical volatility, we'll help you maximize your return.
Outliving retirement income - About 30 percent of our clients regularly withdraw funds from their investment portfolios for living expenses. We'll assess your probability of outliving your investment portfolios and prepare strategies to prevent it. Assisting with the tough decisions - To help you comfortably live within your means, we help determine if you should work longer, spend less, and/or save more for your eventual retirement.
FedEx put planes in the air and Memphis on the map. That's why we're honored to serve as the premier firm that specializes in helping FedEx pilots navigate their contracts and benefits. Memphis Business Journal: How FedEx Pilots came to represent 14% of Legacy Wealth Management's clientele. Want to learn more?
When you've been in business for more than 35 years, you tend to hear a handful of questions over and over again. To save you time, here are a few of those (with answers). You deserve unbiased financial advice that helps you reach your goals. This is the belief on which Legacy was founded. And it's why Legacy is a fee-only registered investment advisor (also known as a fiduciary).
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Cooper Jack Smith
Aug 09, 2020
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