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Range of Services

Legacy Investment Partners offers you an independent and objective perspective on the following financial services:


Portfolio Asset Management

  • Strategic Analytical Investment Selection
  • Disciplined Account Monitoring and Rebalancing
  • Risk Assessment and Management
  • Customized Asset Allocation
  • Investment Policy Statement Development
  • Growth of Capital
  • Tax Efficient Investing
  • Wealth Preservation

Planning Services

  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Personal Financial Planning
  • Insurance Services
  • Leaving a Legacy

Business Services

  • Retirement Plans
    • 401K & 403B
    • Profit Sharing, Money Purchase & Defined Benefit
    • Simplified Employee Pension (SEP)
    • Savings Incentive Match (SIMPLE)
    • Employee Stock Ownership (ESOP)
    • Individual Retirement Accounts (IRA)
  • Business Continuation Planning
    • Buy/Sell Arrangements
    • Insurance Applications
    • Key Employee Insurance
    • Disability
  • Executive Compensation Strategies
  • Charitable Trust Management