After years in the business, Legacy Planning has developed a reputation for educating individuals in an easy-to-understand manner. Clients can grasp personal finance concepts and apply them to pursue financial objectives. The holistic approach provides fee-based advice for every aspect of clients’ financial lives.
-- Robin Vernon and David Grulich of Legacy Planning are pleased to announce that the Tallahassee financial advisor firm is committed to providing a full range of financial planning services to the local community. As part of the financial planning process, the team assesses each client’s unique risks and designs strategies to minimize exposure, in collaboration with insurance agents and asset protection attorneys when necessary.
A spokesperson for the company explains, “Whether you are looking to build or preserve wealth, our team of experienced advisors is here to help you achieve your goals. We specialize in wealth management and offer a range of services designed to support your financial well-being. We help individuals and businesses build smart, effective financial plans with personalized, hands-on service. We educate our clients on financial concepts and products, making investing, insurance, estate planning, and wealth building clear and attainable. At our firm, we have the client—and only the client—in mind.”
“Our reasons for becoming financial professionals are deeply personal,” he continued. “We saw many friends and family members struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.”
Additional details about the company are available at www.planwithlegacy.com.
The services and strategies include retirement planning, debt reduction, insurance coverages, college savings, real estate, and asset protection. The professionals work with customers to provide resources and personnel to help with investment allocation, business planning, savings and cash flow, tax strategies, and estate planning. The holistic financial strategy leverages eMoney technology to review, track, and plan according to the customer’s unique priorities.
The client-centered process is based on the firm’s flexibility to create tailored, fee-based investment portfolios, allowing for prioritization of various components when building customer accounts. These include passive investments, expense management to minimize fees, tax management strategies, broad asset allocation, risk- and objective-based investing, and no-front-end or back-end-load mutual funds.
The company website contains a library of resources with additional information about financial planning and wealth management. Topics include information about retirement, effective estate management, investing principles and strategies, tax strategies, and money management. Lifestyle matters look at how to balance work and leisure, make smart choices for the future, and address many other areas to help a client enjoy the journey. Wealth management content focuses on asset protection against lawsuits, property damage, inflation, variable interest rates, tax changes, job loss, income loss due to disability, premature death, long-term care expenses, market volatility, and identity theft. Wealth management strategies can also be applied to business assets affected by a business partnership split or loss of key employees.
The strategies and resources available from Legacy Planning begin with assessing the customer’s basic goals in order to partner on strategic plans. Bringing the plan to life through communication with the customer. Financial plan recommendations can be implemented with the customer’s chosen advisor. The operation of the plan does not end with its initial implementation. The company provides continuous plan check-ups for lasting success. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of the financial plan may require a new planning agreement and result in additional fees.
About the Company:
Legacy Planning offers clients a full range of financial planning and wealth protection services. The partners and staff uphold a fiduciary standard of care and meet all applicable licensing requirements. The goal is to collaborate with a select number of clients to provide exceptional care and attention.
Contact Info:
Name: Robin Vernon and David Grulich
Email: Send Email
Organization: Legacy Planning
Address: 2618 Centennial Pl, Tallahassee, FL 32308
Phone: +1(850) 972-9692
Website: https://www.planwithlegacy.com/
Release ID: 89190984
If you come across any problems, discrepancies, or concerns related to the content contained within this press release that necessitate action or if a press release requires takedown, we strongly encourage you to reach out without delay by contacting error@releasecontact.com (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our committed team will be readily accessible round-the-clock to address your concerns within 8 hours and take appropriate actions to rectify identified issues or support with press release removals. Ensuring accurate and reliable information remains our unwavering commitment.