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