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Financial Planning and Asset Protection Services at Legacy Bank

Personal financial planning and asset protection is one of the core focuses of our private bankers, and something that sets Legacy Bank apart from other banking institutions. From complex scenarios, to straight-forward traditional financial planning, our private bankers can assist you with meeting your unique goals and objectives. In addition to maximizing your financial portfolio, our Legacy financial planning specialists are well versed in helping you to minimize the risk of creditors or other claimants from reaching your assets.

Our wide array of financial services include:

  • Stocks, mutual funds, fixed income, short-term investments and other investment vehicles
  • Short-term and long-term cash flow planning
  • Asset allocation and management
  • Comprehensive financial planning
  • Retirement planning
  • Estate planning, coordination and implementation
  • Life insurance planning
  • Employment contract review and planning
  • Business continuity and succession
  • Divorce planning
  • Education planning
  • Major anticipated expenditure planning

In addition to these core services, our private bankers can assist you with diversification of your assets to minimize your risk.

  • Diversification of the investment portfolio
  • Charitable vehicles and contributions
  • Hedging alternatives
  • QPRT's, FLP's, LLC's, GRITS, etc.

Additional custom financial and asset protection consultations are available upon request.

Please contact your Legacy Private Banker for more information on your specific needs.

 

Investing involves risks, including possible loss of principal. Please consult the prospectus before investing in any mutual fund. Insurance products are offered through insurance agency affiliates of Legacy Bank. Securities and insurance products are not deposits, are not FDIC insured, are not insured by any other Federal Government Agency and may go down in value. You should consult with your tax and legal advisors concerning the tax and legal consequences of any transaction or investment. Legacy Bank does not offer or provide tax or legal advice, but will work with your tax and legal advisors to provide you outstanding products and services
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