Financial Planning & Wealth Management for Professionals
Build The Life You Want with a Financial Plan That Starts Now
Risk mitigation and asset management today for financial confidence in the future
Reduce Future Financial Burdens with Holistic Wealth Planning
Unexpected life events shouldn’t derail your plans for the future. Protect what matters most to you with Living Legacy’s strategic financial solutions.
Retiring comfortably – or achieving financial stability while you choose to work – takes careful planning.
With Living Legacy, you’ll get a comprehensive approach to financial planning to enjoy the quality of life you deserve, both today and well into the future.
Protect the Life You’ve Built with
Time-Tested Strategies From Trusted Advisors
Every Living Legacy plan is personalized to help mitigate risk and achieve your goals based on your resources – including your ability to produce income, which is your most important financial resource.
See how you can create your own Living Legacy with our support.
Personal Retirement Planning
Put everything you need in place to protect yourself and your loved ones with a stable retirement income.
- Identify how much to save on an annual basis
- Create spending and savings plans
- Create a retirement income plan
Investment Planning
Your investment strategy should be focused on capturing market returns as efficiently as possible, not trying to play the market. Our evidence-based approach relies upon three principles:
- Free markets work
- Diversification can help balance risk and return
- Three simple risk factors (i.e. dimensions of expected returns) account for the vast majority of investment returns
By trusting an evidence-based approach with diversification and risk mitigation, your investments can be a key component of your long-term financial plans. Keys to structuring a portfolio include:
- Creating an investment plan that fits your needs and risk tolerance
- Structuring your portfolio along the three risk factors
- Diversifying globally
- Managing expenses, turnover, and taxes
- Staying disciplined through market volatility
Insurance Planning
Adding insurance to your financial plan isn’t just about the possibility of some abstract adversity. Insurance coverage is critical because it protects you, your family, and your finances from life-shattering consequences when unexpected but predictable events occur.
- Life insurance
- Disability insurance
- Long-term care insurance
Personal Planning
for Professionals
Our process gives you a comprehensive financial plan to help mitigate future risk. By actively managing your wealth now, you can plan for the money you need to live the life you want later.
Introduction & Financial Decision-Making Discussions
Analyze Personal Resources
Identify Threats to Your Finances & Implement Contingency Plans
Formulate & Implement an Action Plan
Monitor Results & Adjust as Necessary
Certifications
Certifications
Who We've Helped
Frequently Asked Questions
Should you work with a financial professional, and what should you look for if you do? Get answers below – and if you don’t see the question you’d like to ask, contact us.
- The best time to plan for your financial future is while you are still actively generating income, not when you want to retire. In fact, failing to plan ahead could make it difficult or impossible to retire when you want to.
- Retirement planning doesn't have to be about actually retiring. It could simply be about freeing yourself from the need to produce income and having complete say over if, how, and when you continue to work.
As fulfilling or lucrative as your career may be, it’s always a good idea to have a plan in place for possible contingencies. Personal challenges like an illness or disability could prevent you from working in the future, and having insurance, investments, and other protection in place can protect what matter most if your circumstances change.
- An effective financial planner will analyze your goals and resources and create that will mitigate risk and protect your quality of life in the future. Choosing to partner with the right guide now can prevent costly missteps that may negatively impact your future.
- Your financial plan shouldn’t be set in stone, and neither should your financial professional. As your life progresses, your planning team should be responsive and provide clear guidance on any changes that will be necessary to protect your financial future.
Reduce Financial Challenges & Build a Prosperous Future
Plan to live out your vision of the good life with Living Legacy