Asset and Income 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 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?
“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.
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.
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Greg Feese CRCP®, Registered Representative, Investment Adviser Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Adviser. PR Wealth Management Group, Inc., Legacy Wealth Management and Cambridge are not affiliated. Greg Feese is securities licensed in Nevada, Arkansas, New York, Illinois, Minnesota, Florida, Georgia, Wisconsin, Washington, Texas and Colorado. This is not a solicitation for sale of securities in any jurisdiction. The registered representatives or investment adviser 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.