Our Methodology
Our methodology is rooted in the fundamental principles of comprehensive financial and investment planning.
By seamlessly integrating financial planning, risk management, estate planning, and investment management, we adopt a holistic approach to our clients’ personal financial management.
We believe in establishing and maintaining long-term relationships with our clients, designated representatives, and other professionals. We understand the value of working as a team in order to pursue results for our clients. Ours is a collaborative process.
Financial Planning
At Legacy Point Financial Group each relationship begins with gaining a thorough understanding of your circumstances and goals. This allows you to assess your current position and measure progress through the years.
Financial planning is a process rather than an event. Staying focused on your goals and adapting to changes in your circumstances and the ever-changing environment will keep you on track. Creating actionable plans and providing on-going advice supports you in pursuing your goals.
Investment Management
Our investment philosophy guides our recommendations and keeps our clients informed as to our outlook and guiding principles. A clear, well-defined investment philosophy is imperative to successful portfolio construction and on-going management.
We seek opportunities for market participation coupled with an appropriate risk/return balance for each client’s circumstances. As an independent firm, we are not restricted to any specific type of investment or strategy. We seek those investments that serve our clients’ needs and allow us the ability to manage them in an efficient, effective manner.
Compensation
We believe in fostering mutually beneficial relationships with our clients, grounded in transparency and open communication, ensuring full awareness of the costs involved. We will discuss and provide appropriate disclosure so that clients are fully aware of the cost of doing business with us.