Tax Preparation Services in Berkeley, CA
Financial Advisor in Pueblo, CO
81003
Tax Preparation in San Francisco, CA
94133
Financial Services in Huntington, NY
Financial Adviser in Westlake Village, CA
Legacy Private Trust offers customized wealth management services. Financial planning starts with learning more about the client, especially their goals and aspirations, financial worries, and lifestyle expectations. The in-house certified financial planners use their knowledge and advanced planning software to build personalized plans with the information they gather. Because economic realities change, the team regularly meets to review the plan.
In addition, Legacy experts focus on the client's investment time horizon, income and growth needs, assets, expenses, and cash flow. Financial plans capture the client's ability and willingness to take risks regarding investments and their cash needs. The firm helps the client live a full yet financially conscious life by building a financial plan around these fundamentals.
54956
Financial Planner in Cypress, TX
Financial Planning Services in Scottsdale, AZ
85260