Income and Asset Protection

Protecting you, your family, your loved ones, your life’s work and any assets you have is a major part of any financial plan. At Legacy Wealth Management Group we are here to Help you navigate life’s complex risks. We pride ourselves on our ability to provide you with the most complete and comprehensive risk management and insurance coverage available while only making those recommendations that are purely in your best interest. We do not sell insurance, we provide a solution only if there’s a potential negative economic impact if something happens that you cannot self insure.

Protecting your income with disability insurance can be one of the best decisions you could ever make.  Statistically about one in three people will need some form of payments to help them through a sickness or injury during their lifetime & most families do not have enough cash reserves to last them more than a couple months.  This is the type of asset protection planning that could set you back decades if you’re not properly prepared.

What if the unexpected happens and you pass away prematurely?  What does that do to your loved ones, financially?  Are you the sole earner?  What options will they have?  Have adequate life insurance will provide your love ones options to carry out the life you built for them, even if you’re no longer here with them.  What do you want your life insurance to do for your family?

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“What is your most valuable asset? Your Home? Your Cars? Your Investment Accounts?”

“What about your ability to earn a paycheck?  What if you lost that?”

“Multiply your annual income by the number of years remaining until you reach age 65.  Do you have any asset more valuable?”

This is typically a a severely overlooked aspect of a true comprehensive plan and we assure you it will not be overlooked.


A proactive approach to planning for a myriad of predictable and unpredictable events can help position your family or business for a seamless transition during an inherently difficult time. Through strategic partnerships, we are able to design advanced life and disability insurance programs and long-term care strategies to ensure:


You can sustain the life you deserve while maintaining the dignity you deserve.


Preparing a strategy that prevents business operations & expenses from interruption.


Ensuring our liquidity needs are met.


Your personal and business assets are transitioned in an efficient manner thereby minimizing the impact of estate and business taxation.

Industry Expertise


Asset Allocation retirement planning


Deferred compensation & 401K strategies


Defined benefit planning


Executive bonus arrangements


Portfolio review - 401K, IRA, Roth IRA and other brokerage accounts


Insurance planning - Family continuity & legacy strategies


Key person insurance strategies


Individual and family estate planning


Buy/Sell insurance and operating agreement implementation


Policy review and recommendations

DISCLAIMER: Legacy Wealth Management does not conduct business valuations and if necessary, will utilize a 3rd party to conduct any necessary business evaluation.

Legacy Wealth Management Group

Greg Feese CRPC®, Investment Advisor Representative.  Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Advisor. PR Wealth Management Group, Inc., a Registered Investment Adviser, doing business as Legacy Wealth Management Group of Las Vegas, LLC.  PR Wealth Management Group, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. This is not a solicitation for sale of securities in any jurisdiction.. The investment advisory representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

© 2018 Legacy Wealth Management Group Las Vegas LLC.


Notice and Disclaimer

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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