Financial Planning

Fee-based financial planning is at the heart of what we do. The complexity of your financial life means that all decisions—big and small—can impact your finances. Let Legacy Wealth Partners help align your decisions with long-term goals to help build generational wealth.

Investment
Management

Our Financial
Planning Process

The First Consultation

Review why you’re looking for professional planning help
Outline our goals and concerns for the future
Review our financial planning services and fees
Review our investment management services and fees

Strategy Session

Review what we learned about you from our first meeting
Ask you to provide detailed financial info (assets, liabilities, taxes, and insurance)
Creation and presentation of initial financial plan
Recommendation of strategies to meet your goals
Approval of plan and strategy

Implementation

Partner together to enact financial plan
Begin managing investments (if desired)
Begin ongoing financial coaching
Plan out regular reviews
Outline ongoing service

Annual Reviews

Review financial plan and adjust (if needed)
Review major life events (marriage, childbirth, etc.)
Confirm goals
Review progress

Contact our team to start planning for your legacy.

Whether retirement is decades away or decades ago, the advisors at Legacy Wealth Partners can craft custom financial plans and portfolios to address every part of your financial life.

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Consultation

Schedule a Meeting

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Address

1002 East Main Street
Rockport, Texas 78382

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Phone

361-729-2977

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Email

Email Us

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Wealth Partners are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in AR, FL, GA, IN, MO, OH, OK, PA, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, Legacy Wealth Partners makes no representation as to the completeness or accuracy of information provided at these sites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Legacy Wealth Partners

Financial Planning

Fee-based financial planning is at the heart of what we do. The complexity of your financial life means that all decisions—big and small—can impact your finances. Let Legacy Wealth Partners help align your decisions with long-term goals to help build generational wealth.