Legacy Investors 

Financial Plan


Legacy Investors Financial Plan

The Legacy Investors Financial Planning Program consists of an Educational Curriculum accompanied with Customized Investment Portfolio Building & Wealth Management using a goals based Family Financial Planning process.

  • Comprehensive Financial Plan, because your financial circumstances are unique to your life, your dreams, your goals and objectives. We design a pathway to achieve your success.

  • Customized Investment Portfolios, using fractional shares, commission free trades, dollar based investing, auto rebalancing, no investment minimums, & tax loss harvesting.

  • Investment Automation, our online platform also provides full-service brokerage, custody, trading, performance reporting, tax management, and compliance services.

  • Financial Literacy, key concepts surrounding attitudes and understanding of investments. Lessons related to investment behavior, & habits surrounding our finances.

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