How I Can Help You...
Your financial advisor should help you with much more than investments.
Retirement Planning
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Retirement Needs Calculation
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IRA Contributions
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Employer plans- 401k, 403b, Pension Plans
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Self-employed Retirement Plans
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Social Security & Medicare Planning
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Retirement Withdrawal Strategies
Investment Planning
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Comprehensive Risk Assessment & Investment Time Horizon
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Portfolio Review
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Asset Allocation & Risk Alignment
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Dollar Cost Averaging
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Withdrawal Strategies
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Real Estate Investment Analysis
Budgeting & Cash Flow
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Household Cash Flow Planning
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Debt Management
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Emergency Funding
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One-time Large Expenses
Income Tax Planning*
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Tax Deferral Strategies
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Deductions & Credits
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Roth Conversions
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Realized Gains
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Tax Loss Harvesting
Risk Management & Insurances
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Life & Disability Insurance Needs Analysis
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Property & Liability Insurance Review
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Long Term Care Planning
College Savings
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College Expense Planning
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529, ESA, and UTMA Plans
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Savings Plan Investment Management
Estate Planning*
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Estate Plan Review: Wills, Trusts, Power of Attorney, Medical Directive
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Account Beneficiary Designations
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Estate Tax Planning
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Charitable Giving
* Coordinate with other professionals such as attorneys and accountants. Legacy Financial Planning LLC does not provide legal, tax, or accounting advice.