Financial Planning

It is always important to be prepared, especially when it comes to finances. Conducting financial planning today will help you save for the future. Here are some of the various planning services and strategies we offer.

hand pointing in the paper with graph

Wealth Management Tax Planning

Tax planning is never as simple as one would hope. There are numerous things to consider, such as the marginal tax rate and alternative minimum tax, along with credits and tax deductions. With our help, we will be able to keep a close eye on tax implications and set up a plan that will limit liability.

Cash Flow Analysis

In order to properly understand where someone currently stands, we conduct a cash flow analysis, which will track the inflow and outflow of money. This is a great tool for examining expenses and income during specific time periods.

Social Security Planning

Social Security can give a great foundation for retirement as well as useful insurance protection. We will be able to analyze how someone can maximize their benefits so they can retire comfortably.

Second Career Planning

Even if someone is ready to retire, they may be interested in continuing to work at a second career. Many Americans are choosing to continue to work into retirement, which can bring extra revenue and a greater peace of mind. We will help with the process of getting set up on the right path to starting a beneficial second career.

Intergenerational Planning  

At Legacy Financial Partners, we are all about family, which is why we offer customized intergenerational planning services that can be directly tailored to the client and their loved ones. Everyone wants to leave a lasting legacy and we can help with the preparation process.

Need Assistance with Your Financial Planning?

If you feel like you could use some assistance with planning for your financial future, Legacy Financial Planning is here to guide you. Please contact us today to schedule a meeting.

legacy financial partners webinar banner
legacy financial partners web clip
lady typing happily in the laptop
Think you’re ready to take the next step?

If you’d like to hear more information about any of our products or services, schedule a meeting today or register to attend a seminar.