LEGACY ADVISORY SERVICES

Legacy was founded on the principles of offering comprehensive financial plans together with prudent investment management and superb client service. Some of the services we provide for our clients include retirement planning, investment management, education planning as well as life insurance and alternative investments. We bring together a unique financial planning approach with proven investment management to provide our clients with a tax efficient, coordinated financial plan to help them to reach their financial goals... Implement a Coordinated Investment Plan - It has been identified that two of the most important long-term determinants of investment results are proper asset allocation and having an unemotional investment plan. Legacy employs a prudent and disciplined investment strategy to determine the asset allocation that identifies an acceptable exposure to risk for each client without sacrificing returns... Rising education costs require a forward-thinking plan. Legacy..

Also known as: Legacy, Legacy Advisory Services, LLC

Primary location: Exton United States