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Legacy Wealth Partners provides coordinated financial planning and investment management services for individuals and business owners, and designs, implements and manages employer sponsored retirement plans, i.e., 401(k)s for small to medium sized businesses.
What is coordinated planning?
Coordinated planning focuses on all areas of your financial situation and develops a course of action to help you achieve personal goals. A comprehensive plan includes:
- An analysis of the existing situation.
- Defining the goals.
- Creating a plan that considers all the financial aspects of the objectives.
- Assisting you in implementing the recommendations.
- Periodically reviewing and revising the plan to adjust to changes in the financial environment and your goals.
What areas are covered in a coordinated plan?
A coordinated plan includes analysis and recommendations in appropriate areas, including:
- Cash Flow Management
- Income Tax Management
- Investment Portfolio
- Risk Management
- Education Funding
- Retirement Planning
- Estate Planning
- Charitable Giving
- Other specific needs you may have
Why is it important to get a review of all facets of your finances?
In this day and age you cannot evaluate your investments or income without considering the impact of taxes or inflation. You must consider cash flow and expenses. All aspects of your financial picture are interrelated and you must consider how each individual decision fits into the overall plan.
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©2010 Legacy Wealth Partners, LLC. All rights reserved.
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