The Big Picture Blueprint™ Process

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The 5-Step Process

Step 1

Understanding your needs

At Legacy Financial Partners, we want to fully understand your goals so we can help you reach them. During this step, we will get to know you on a personal level, gaining a better understanding of your needs and desires for your financial future.

Step 2

Creating your personal financial strategy

The next step will be using the information we gathered from the first step to create a completely customized personal financial strategy.

Step 3

Presenting and reviewing your Big Picture Blueprint™

After completing your Big Picture Blueprint™, we will sit down and completely review it with you, answering any questions or concerns that may arise. This will provide a firm foundation for the journey ahead.

Step 4

Living your Big Picture Blueprint™

Once your Big Picture Blueprint™ is fully understood and agreed upon, it is time to start living it. We want to see you using all the available information to secure a great financial future.

Step 5

Reviewing and monitoring

Our work does not end once the strategy is written out. We will work together to review and monitor your progress, making any adjustments if necessary.

Ready to Get Started with Your Big Picture Blueprint™?

If you are looking to get on the right track with your finances, but need some help with the planning stages, Legacy Financial Partners is here to help. Please contact us today to schedule a meeting.

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.

Schedule a Meeting

Or give us a call at 561.467.4100

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC, a Registered Investment Adviser. . Insurance services offered through Legacy Advisors Inc.
Legacy Financial Partners, LLC and its subsidiaries are not affiliated with Madison Avenue Securities, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.