Enjoy reliability, sophistication and security with the technology services of Legacy Financial. We work with both in-house and remote advisors to secure their systems, consult on software and business solutions, and assist with the daily decisions and troubleshooting necessary to ease technology pains.
We understand the products and requirements that sustain a growing financial services firm.
Our IT Support and Practice Management departments also provide cost-saving solutions to improve the efficiency of your firm while ensuring compliance and excellent client service.
Rely on Legacy Financial to support your case prep and practice management needs with our host of software, research and analysis services. We offer the infrastructure for a clear business management optimization process and to make client service easy and sophisticated.
• Case Prep Consultations
• Broad-Based Financial Plans
• Targeted Analysis
• Charitable Giving Planning
• Asset Allocation
• Investment Research/Portfolio Analysis
• Investment Review Preparation
• Income Tax Planning & Related Services
• Stretch IRAs, 72t Distributions, RMDs
• Personalized Marketing Tools – Sample Financial Plans
• Software Assistance
