评论 9
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M
8 几个月前

Legacy Wealth Planning is an excellent company. Th...

Legacy Wealth Planning is an excellent company. They have helped me secure my financial future and provided me with peace of mind. Their team is knowledgeable and approachable. I was able to discuss my goals and concerns with them, and they tailored a plan specifically for me. I can't thank them enough. 😊

W
9 几个月前

I have been with Legacy Wealth Planning for years,...

I have been with Legacy Wealth Planning for years, and I can honestly say they have been instrumental in my financial success. The team is always looking out for my best interests and provides solid advice. Their knowledge and expertise are unmatched. I highly recommend their services.

I
10 几个月前

Working with Legacy Wealth Planning has been a gam...

Working with Legacy Wealth Planning has been a game-changer for me. They have guided me through the complexities of wealth planning and provided expert advice that I can trust. The team genuinely cares about helping their clients succeed. I am grateful for their support. 🙏

J
11 几个月前

I recently started investing with Legacy Wealth Pl...

I recently started investing with Legacy Wealth Planning, and I am impressed with their professionalism. The team is knowledgeable and has helped me make informed decisions about my investments. I feel confident in their expertise, and I am excited about the potential for growth. I highly recommend their services. 😊

M
11 几个月前

Legacy Wealth Planning has been instrumental in se...

Legacy Wealth Planning has been instrumental in securing my financial future. They have a dedicated team that goes above and beyond to ensure that I am on the right track with my investments. They provide personalized solutions tailored to my needs, which has made a significant difference. I highly recommend their services. 😊

K
1年以前

I've been a client of Legacy Wealth Planning for a...

I've been a client of Legacy Wealth Planning for a while now, and I have to say they provide great service. The team is dedicated and always available to answer any questions I have. The advice they give is valuable, and I feel confident that they have my best interests in mind. I highly recommend them for financial planning.

K
1年以前

I've been a client of a certain wealth planning co...

I've been a client of a certain wealth planning company for years, and the service I have received has been subpar.
The team is not very responsive, and it feels like they don't genuinely care about my financial goals.
That's why I decided to switch to Legacy Wealth Planning. From day one, they have exceeded my expectations.
The team is proactive, attentive, and has helped me achieve my financial goals. I can confidently say that Legacy Wealth Planning is one of the best in the industry.

J
1年以前

I recently started working with Legacy Wealth Plan...

I recently started working with Legacy Wealth Planning, and so far, the experience has been average. They provide standard services that you would expect from a wealth planning company. The team is professional and knowledgeable, but there is nothing exceptional about their service. Overall, I would say they are a decent company to work with.

关于Legacy Wealth Planning

传统财富规划:您在里诺和斯帕克斯的首席财务顾问

Legacy Wealth Planning 是一家领先的财务咨询公司,为里诺和斯帕克斯的个人、家庭和企业提供全面的财务规划服务。我们经验丰富的专业团队致力于通过提供满足客户独特需求的定制解决方案,帮助他们实现财务目标。

在 Legacy Wealth Planning,我们了解每个客户都有不同的财务目标。这就是为什么我们花时间在个人层面上了解我们的客户,以便我们可以制定满足他们特定需求的个性化计划。无论您是在寻找退休规划、投资管理、遗产规划还是税务策略,我们的专家团队都将全程与您合作。

我们的方法

在 Legacy Wealth Planning,我们相信采用整体方法进行财务规划。我们了解您的财务状况只是您整体生活目标和抱负的一方面。这就是为什么在制定专门为您设计的定制计划之前,我们会花时间了解您的价值观和优先事项。

我们的流程从初步咨询开始,以便更好地了解您。我们将讨论您当前的财务状况以及您的长期目标。从那里,我们将制定专门为您设计的综合计划。

投资管理

如果没有经验丰富的专业人士的适当指导,投资可能会变得复杂而难以抗拒。在 Legacy Wealth Planning,我们的投资管理服务旨在帮助您驾驭投资的复杂性,同时最大限度地降低风险和最大化回报。

我们根据风险承受能力、时间范围、收入要求等因素,提供专门为每个客户的独特需求量身定制的个性化投资策略。

退休规划

如果没有经验丰富的专业人士的适当指导,退休计划可能会令人望而生畏,该专业人士了解此过程涉及的所有方面,包括社会保障福利最大化等。

在 Legacy Wealth Planning,我们提供全面的退休规划服务,旨在帮助客户在退休期间实现他们想要的生活方式,同时最大限度地降低与之相关的风险,例如通货膨胀等。

遗产规划

如果您想控制您的资产在您去世或丧失行为能力后的分配方式,那么遗产规划是必不可少的。在 Legacy 财富规划,我们提供遗产规划服务,旨在确保客户在去世或丧失行为能力时的愿望得到满足。

我们与专门从事遗产法的法律专业人士密切合作,以便我们的客户获得有关信托设立、遗嘱起草等事项的专家建议。

税收策略

如果管理不当,税收可能会对一个人的财务产生重大影响。在遗留财富规划中,我们提供旨在通过各种方式(例如扣除最大化等)减少客户缴纳的税款的税收策略。

我们还与专门研究税法的注册会计师 (CPA) 密切合作,以便我们的客户获得有关税务合规问题的专家建议,例如及时提交申报表等。

为什么选择我们?

人们选择我们而不是其他提供类似服务的公司的原因有很多:

1) 经验:我们的团队拥有数十年与各行各业的个人、家庭和企业合作的经验,这使我们有能力应对市场力量或影响投资格局等的监管变化给我们带来的任何挑战。
2) 个性化服务:我们相信每个客户都应该得到单独的关注,因此根据他/她的独特情况量身定制解决方案。
3) 透明度:我们在整个参与期间保持我们与客户之间开放的沟通渠道,从而确保收费和提供的服务的透明度。
4) 专业精神:我们的团队由高素质的专业人士组成,他们严格遵守监管金融业的管理机构制定的道德标准。
5) 以结果为导向的方法:我们的重点仍然是在商定的时间表内直接实现每个客户期望的结果,从而确保他们实现长期目标。


结论

总之,Legacy 财富规划提供一流的财务咨询服务,旨在加强其客户群 Reno 和 Sparks 地区的财富保值。凭借数十年的经验,结合个性化服务交付模型、透明度、专业精神、以结果为导向的方法来实现预期的结果;难怪许多人选择我们而不是提供类似产品/服务的竞争对手。立即联系我们安排免费咨询了解更多关于合作如何在经济上受益的信息!

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Legacy Wealth Planning

Legacy Wealth Planning

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