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At Legacy Wealth Management, we help hardworking professionals bring clarity and structure to their financial lives as they juggle careers, family, and future planning. Whether you’re navigating competing priorities like saving for your children’s education, building retirement wealth, or managing cash flow and taxes, our team creates a personalized plan tailored to your goals.
We provide clear guidance on investment strategy, retirement contributions, risk management, and more—so you can feel confident that your financial decisions support both your current lifestyle and your long-term vision.
Our investment management services begin with understanding your unique goals, time horizons, and risk tolerance. We prioritize your financial needs today while planning for a secure future, applying sound investment strategies and ongoing guidance to help you reach your goals. With our knowledge in retirement transition, tax planning, and wealth preservation we address every aspect of your wealth to create an integrated financial plan to give you clarity and confidence in your financial journey.
At Legacy Wealth Management, your experience is built on a foundation of trust, transparency, and thoughtful partnership. Our four-step process is designed to give you clarity and confidence in every financial decision, while our core values guide how we communicate, plan, and support your journey. From our first conversation to ongoing adjustments as your life evolves, we combine personalized guidance with proactive strategies—all centered around your unique goals.
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.
Getting to Know the Taylors
When Lee and Ginny came to Legacy Wealth Management, they were seeking a financial partner to bring clarity and structure to their increasingly complex financial lives. With successful careers, two children in middle school, and full calendars, they needed a plan that could help them stay on track without adding more to their already busy plates. In our early conversations, we took the time to understand their current financial position, their family priorities, and what they envisioned for the next decade—personally and financially.
Creating a Personalized Plan
We started by creating an integrated financial plan tailored to their short- and long-term goals. This included a savings strategy for their children’s future education using a 529 savings plan, guidance on maximizing their employer retirement plans, and recommendations to improve cash flow and budgeting. We also identified opportunities to increase tax efficiency, from flexible use of workplace benefits to evaluating Roth contributions and potential deductions. Our goal was to make their financial decisions feel more manageable; with a clear roadmap they could trust.
Implementing the Plan
Next, we helped Lee and Ginny implement their plan—streamlining their accounts, adjusting investment allocations across both taxable and retirement accounts, and coordinating risk management through appropriate insurance coverage. With so much on their plates already, our team handled the details so they could focus on their careers and family.
Monitoring Performance
We introduced tools and check-ins to help them stay proactive as their situation evolved. Now, Lee and Ginny have a financial strategy that reflects their life today and adapts to the goals they’re building toward. With Legacy Wealth Management as their partner, they’re no longer navigating financial decisions alone—and they’re moving forward with greater clarity, confidence, and peace of mind.
*Names used in these examples are not real clients. Scenarios presented for illustrative purposes only and not based on actual events.
