Lets Make A Plan And Build Your Legacy, Right Now.
Legacy Investors
Financial Plan
Our clients receive investment accounts using automation and portfolio building technology. We also deliver a highly comprehensive Financial Plan. Learn how to create a financial legacy for your heirs. Understand how to Decide on a clear objective for your Investment Portfolio. You will learn the most important factors in building wealth and increasing your portfolio value. Learn to create an asset generating machine that outlives you.
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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.
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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.
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Customized Investment Portfolios, using fractional shares, commission free trades, dollar based investing, auto rebalancing, no investment minimums, & tax loss harvesting.
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Investment Automation, our online platform also provides full-service brokerage, custody, trading, performance reporting, tax management, and compliance services.
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Financial Literacy, key concepts surrounding attitudes and understanding of investments. Lessons related to investment behavior, & habits surrounding our finances.
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