Specialized Teams Working Towards Your Goals
Coordinating and optimizing the way each client’s investments, taxes, estate plan and insurances work together.
Retirement Income integration
In-depth retirement income projections, implementation and oversight.
Dedicated investment committee actively monitors client portfolio leveraging technology, tax-efficient investments and strategic rebalancing
Estate Planning Integration
Fully integrated estate planning strategies reducing gaps and uncertainty. Ongoing review, updates and execution
Tax Planning Integration
Tax Attorneys and CPAs working side-by-side with investment advisors to coordinate tax targets and projections
Your Income Retirement Team
Legacy Partners Group
The most important aspect of any retirement is your income plan. How much do you need to make it through, where will these dollars come from, and how much will you pay back to the government in tax. At Legacy Partners Group we specialize in holistic income planning by coordinating social security strategies, self-funded pension plans, investment income integration and tax planning coordination. This maximizes the income potential of your retirement dollars.
Legacy partners group partners with Onward Financial network to provide our clients with the best asset management possible in order to meet each clients individual retirement need.
Your Estate + Tax
Legacy Partners group partners with Nylen and Partners LLC in order to provide clients complete tax efficient legacy plan and keep your estate out of government control.
READY TO TAKE
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.