Planning

Financial Planning 

At Legacy Financial, we define financial independence as the freedom to do what you want, when you want, and without financial concerns. Our entire focus is on helping you develop and implement a plan to pursue it. We also understand that for many, independence goes beyond the financial. It can also be about family, friends, achievement, health, integrity, adventure, spirituality, service, personal growth, wisdom and more along the way.

Charitable Planning

Many people don’t realize that almost everyone can benefit from incorporating charitable giving into their financial plan. It not only allows you to support an important cause, an alma mater, people in need, the environment, the arts or enumerable other charitable missions that are close to your heart, but it can also provide tax advantages in your overall plan.

There are several ways that charitable giving can be worked into a financial plan. We will present them so you can carefully consider the potential benefits and consequences, taking into account your personal financial situation and goals.

Legacy Planning

Legacy Planning goes beyond the traditional focus on money and taxes. It incorporates estate planning, wealth transfer and end-of-life issues. Although legacy planning may not seem like a high priority when you are younger, it is surprising how much it can impact your long term financial plan. At Legacy Financial, we encourage all of our clients to consider incorporating a legacy plan into their overall investment strategy. We can help you develop a vision and strategy for the plan that will enable you to have a lasting impact on your loved ones as well as the organizations and causes you care the most about.

Legacy Financial and The Patriot Financial Group, LLC., do not provide tax or legal advice or services. Please consult with your tax or legal advisor regarding your specific situation.