Go Your Own Way
You have goals, we have expertise. Together, we can chart a course to your financial success.
A New Approach To Planning
The Mission of the Legacy Wealth Partners is to provide the best environment, resources, and platform for holistic financial planners so that their practices can experience exponential growth. We will accomplish this by working in a supportive and entrepreneurial atmosphere, with an ever-increasing number of high performance professionals who meet our standards of excellence. All business affairs are conducted with a strong sense of stewardship on behalf of our clients.
Brokerage
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Articles and Insights
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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