Financial Planning

Do you remember what it was like when you set out on your own? The world was full of possibilities. Time was plentiful and the future seemed far away.

Then reality set in. Work and family didn’t leave much time to think about the future, and it was hard to set aside money for anything but bills.

One day you realized the future isn’t so far away. Your children’s college years are getting closer and closer. You want to spend time with aging loved ones while you still can. You don’t really know when you can retire, but hope you’ll be young enough to enjoy it.

Perhaps you’ve had a few setbacks, and you wonder about more. What if you lose your job? What if an accident or illness keeps you from working? What if you end up in a nursing home? What if you suddenly aren’t there to provide for your family?

Financial decisions can be overwhelming, and you may feel ill-equipped to make them on your own.

That’s the purpose of financial planning.

At Legacy Advisors, our knowledge, over 110 years of combined experience, and integrated tools are here to help you navigate the big decisions.

We start by getting to know who you are and what your unique needs are, then help you set clear, measurable goals. We analyze where you stand in relation to each goal and identify gaps that could keep you from reaching them. If adjustments are needed, we help you find strategies that make sense for you - and we take the time to make sure you understand each recommendation.

As time goes by, we’ll meet with you on a regular basis to review your financial plan and check your progress. When shifts in the economy and changes to your needs require further decisions, we’ll help you think through those, too.

If you’re tired of worrying about the future and ready to work toward clarity and confidence, give us a call or use the form below to get in touch with us.