Legacy Wealth Management

Allow the team at Legacy Wealth Management, LLC, to provide comprehensive financial planning, leaving a legacy for generations to come. “Your future, your way!”

Whether you want to plan for a comfortable retirement, protect your business assets, or fund your grandchild’s education, you have important financial goals. Our team approach with our CPA partners at JCCS, PC and independent broker-dealer, Avantax Wealth Managementsm, ensures our clients are offered tax-centric wealth management advice with our client’s best interests in mind.

 

 

Philosophy

You want your business to be successful today — and into the future and to send your kids to college.  You want to retire when you want to, and on your own terms. And then you want to leave a legacy for those who will follow.

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Team Approach

Who will build this specially tailored plan? Our team of experienced professionals and YOU working together.

 

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Process

Gone is the daunting, complex process. Ours utilizes five steps.

  • We Meet
  • Develop Your Vision
  • Create Your Plan
  • Plan Execution
  • Frequent Monitoring

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Method 10®

We call it Method 10®. And it’s geared toward one purpose: your long-term success

By systematically addressing the following 10 key financial issues, you and your financial advisor can implement comprehensive financial solutions.

 

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Method 10® is the property of Avantax Wealth Managementsm 2020.  All Rights Reserved.