Legacy wealth management, inc. (memphis, tn) Review

About Legacy wealth management, inc. (memphis, tn)

Legacy Wealth Management, Inc. (Memphis, TN) – Building and Protecting Your Wealth

Are you looking for a reliable financial advisor who can help you achieve your financial goals? Look no further than Legacy Wealth Management, Inc. Based in Memphis, TN, Legacy Wealth Management is a trusted name in the world of wealth management and financial planning.

At Legacy Wealth Management, we understand that everyone has unique financial needs and goals. Whether you want to retire comfortably or fund your grandchild’s college education, we can help build and protect your wealth based on your needs so that you have more time to focus on what matters: enjoying it.

Our team of experienced financial advisors works closely with each client to develop a customized plan that aligns with their specific goals and objectives. We take the time to get to know our clients personally so that we can provide tailored advice that meets their individual needs.

Our services include investment management, retirement planning, estate planning, tax planning strategies and risk management solutions. We use a holistic approach when developing our clients’ plans because we believe that every aspect of their finances is interconnected.

Investment Management

At Legacy Wealth Management, we believe in taking a disciplined approach when it comes to investing. Our investment philosophy is based on diversification across asset classes as well as active portfolio management designed to minimize risk while maximizing returns.

We work with our clients to develop an investment strategy tailored specifically for them based on their risk tolerance level and long-term objectives. Our team monitors market trends closely so that we can make informed decisions about when to buy or sell investments within our clients’ portfolios.

Retirement Planning

Planning for retirement can be overwhelming without the right guidance. At Legacy Wealth Management, we help our clients navigate this complex process by developing comprehensive retirement plans designed specifically for them.

We take into account factors such as expected income sources during retirement years including social security benefits or pensions; anticipated expenses such as healthcare costs; inflation rates; life expectancy projections among other factors which may impact one's ability maintain lifestyle during retirement years .

Estate Planning

Estate planning involves more than just creating a will or trust document - it's about ensuring your assets are distributed according to your wishes after death while minimizing taxes owed by heirs/beneficiaries . At Legacy Wealth Management ,we work with estate attorneys who specialize in this area of law so they can provide guidance regarding how best structure one's estate plan given individual circumstances .

Tax Planning Strategies

Taxes are an inevitable part of life but there are ways one may reduce tax liability through careful tax planning strategies . At Legacy Wealth Management ,we work closely with CPAs who specialize in tax law so they may advise us regarding how best structure one's investments/retirement accounts etc.,to minimize taxes owed over time .

Risk-Management Solutions

Risk-management solutions involve identifying potential risks associated with various aspects of one’s finances including investments/retirement accounts etc.,and implementing measures aimed at mitigating those risks . At legacy wealth management ,we offer insurance products such as life insurance policies which may be used protect against unexpected events like death/disability etc.,as well other types coverage depending upon individual circumstances .

In conclusion,

Legacy wealth management inc.(memphis tn) offers comprehensive wealth-building services designed specifically around each client’s unique needs/goals/objectives . With experienced advisors working alongside each client every step along way ,clients receive personalized attention from start finish ensuring they achieve desired outcomes over long term horizon . Contact us today learn more about how legacy wealth management inc.(memphis tn)can help build protect YOUR legacy!