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We help our clients secure their life’s aspirations through our personalized approach to financial planning, accumulation, and preservation.
You’ve achieved success through hard work and focus. We’re here to help guide you through the financial planning intricacies of making the most of your future.
We understand the unique challenges business owners face and can support your financial planning needs from both a personal and business perspective.
We help align your investment portfolio with your evolving financial and lifestyle goals. We review your current holdings, assess your risk tolerance, and evaluate how well your investments support your desired outcomes, to keep your investment strategy focused, intentional, and adaptable to life’s changes.
We develop a personalized, research-driven financial plan tailored to your goals based on the insights gathered during our initial conversations about your life, priorities, and retirement vision. We walk you through each option, explain our recommendations in clear terms, and take the time to answer all your questions. Our goal is to help you feel informed, confident, and in control of your financial decisions—every step of the way.
Once you’re ready, we’ll begin implementing your personalized financial plan with precision and care. This includes executing your investment strategy, coordinating tax-efficient moves, updating account structures, transferring assets, and preparing all necessary documentation. We also review insurance needs, estate planning components, and cash flow logistics to make sure every piece of your plan is activated smoothly.
Our team regularly monitors your portfolio, identifying new risks and opportunities while adjusting your strategy to keep it aligned with your goals as your life and markets evolve. We make changes based on thoughtful analysis—not emotional reactions to market swings. As you move through different life stages, especially as you approach and enter retirement, we revisit your plan to so it continues to reflect your needs, priorities, and comfort with risk.
No matter where you are in your financial journey—building wealth, preparing for retirement, or planning for future generations—Legacy Wealth Management offers the guidance and services to support your goals. By working with us, our clients can focus on what matters most in their lives. Below, you’ll find four scenarios that highlight who we serve and how we tailor our approach to meet each client’s unique needs.
Tom and Judy Williams are a professional couple in their late-50s with a solid financial foundation and an eye toward retirement. With two college-aged children nearing graduation, an active lifestyle, and deep roots in their community, they’ve achieved a great deal and are now thinking about what’s next.
While they feel financially secure, Tom and Judy want clarity around their long-term plan. They’re looking for a trusted advisory team to help them tie everything together—investments, retirement income, and legacy planning—into one cohesive strategy. They value straightforward, thoughtful advice and want to feel confident that their financial decisions will support the life they envision in retirement and beyond.
Ben and Sarah Johnson are a retired couple in their late-60s who are enjoying the freedom of retirement but want to be sure their financial plan is working as hard as it should. While they’ve done a solid job preparing for this stage of life, they’re uncertain whether their current strategy will fully support the lifestyle they envision in the years ahead.
Ben and Sarah are looking for guidance to help them maximize their retirement income, manage withdrawals and taxes efficiently, and make informed decisions about health care planning. As they look to the future, they also want to explore estate planning options to ensure their wishes are honored and their legacy is protected. They’re seeking a financial partner who can provide clarity, structure, and peace of mind throughout the next chapter of their lives.
Lee and Ginny Taylor are a successful mid-career couple balancing demanding professional roles and a busy family life. Ginny is a nurse practitioner, and Lee is a VP of Operations at a local commercial construction firm. With two children in middle school and active involvement in their careers and community, they often find themselves juggling priorities and searching for that elusive work/life balance.
They’ve started educating themselves on financial planning and recognize the value of knowledgeable guidance to move forward with clarity. Lee and Ginny are seeking a trusted advisory team to help them build a solid, actionable financial plan for the next 5 to 10 years—one that includes saving for their children’s college education, maximizing retirement contributions, and creating a long-term strategy that supports their family’s goals and growing responsibilities.
Connor Brown is a driven entrepreneur and owner of a thriving handcrafted furniture manufacturing business based in Lexington, KY. With 14 employees and plans to expand his team by 10 more in the next few years, Connor is navigating the complex demands of both personal and business financial planning. As his company grows, so do the responsibilities—from managing cash flow and optimizing tax strategies to ensuring the right retirement plan is in place for both himself and his employees.
Connor is forward-thinking and knows that now is the time to build a foundation for future success. He’s seeking a financial planning partner who can help him bring structure to both sides of his financial life—supporting smart growth today while preparing for the long-term goals of retirement and business succession.
*Names used in these examples are not real clients. Scenarios presented for illustrative purposes only and not based on actual events.
