Wealth Management that proactively provides clear direction throughout life’s various financial stages.
This process is achieved through our effort to operate as your personal CFO, while recognizing you are the CEO. Legacy Chief Financial Office has the experience and resources needed to manage the financial affairs of our clients, as well as design creative wealth management solutions.
financial planning
Comprehensive planning designed to help you reach your goals and get the most out of life.
Pension Optimization
Tax Planning
Cash Flow Planning
Retirement Planning
Estate Planning
Charitable Giving Strategies
Education Planning
S.S. Timing Strategies
Roth Conversion Analysis
Risk Management/Insurance
ASSET MANAGEMENT
Protect, grow, and monitor your accumulated assets.
Portfolio Placement Strategies
Tax Loss Harvesting
Portfolio Drift / Rebalancing
Targeting Expected Return Premiums
Institutional Quality Investments
Modern Portfolio Theory / Efficient Portfolios
Relationship management
Managing your financial affairs to ensure you have a team of skilled professionals coordinated and working toward your financial goals.
Existing relationships with negotiated rates with other professional advisors.
Attorneys, CPAs, Insurance Agents, Mortgage Lenders, Bankers, etc.
A cohesive group of professional advisors all working toward a common goal - your financial success and security.
Partnering with you to implement advice/recommendations through to completion.