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Mountains in Clouds

How I Can Help You...

Your financial advisor should help you with much more than investments.

Retirement Planning

  • Retirement Needs Calculation

  • IRA Contributions

  • Employer plans- 401k, 403b, Pension Plans

  • Self-employed Retirement Plans

  • Social Security & Medicare Planning

  • Retirement Withdrawal Strategies

Investment Planning

  • Comprehensive Risk Assessment & Investment Time Horizon

  • Portfolio Review

  • Asset Allocation & Risk Alignment

  • Dollar Cost Averaging

  • Withdrawal Strategies

  • Real Estate Investment Analysis

Budgeting & Cash Flow

  • Household Cash Flow Planning

  • Debt Management

  • Emergency Funding

  • One-time Large Expenses

Income Tax Planning*

  • Tax Deferral Strategies

  • Deductions & Credits

  • Roth Conversions

  • Realized Gains

  • Tax Loss Harvesting

Risk Management & Insurances

  • Life & Disability Insurance Needs Analysis

  • Property & Liability Insurance Review

  • Long Term Care Planning

College Savings

  • College Expense Planning

  • 529, ESA, and UTMA Plans

  • Savings Plan Investment Management

Estate Planning*

  • Estate Plan Review: Wills, Trusts, Power of Attorney, Medical Directive

  • Account Beneficiary Designations

  • Estate Tax Planning

  • Charitable Giving

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* Coordinate with other professionals such as attorneys and accountants. Legacy Financial Planning LLC does not provide legal, tax, or accounting advice.

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