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Investment Management is an integral component of any financial plan.

We believe in long-term investment strategies that can minimize the large-loss scenarios and reduce the tax burden suffered by investment gains. We do not believe that the market is a way to get rich quickly or the key to early retirement. With that being said, when coupled with a sound savings plan, the various financial markets allow an excellent opportunity to outpace inflation and keep ahead of rising costs of living.

We have partnered with a number of leading money managers in the industry, and based on your goals and each manager's core strengths, we may recommend you partner with one of them for your investments.  These include SEI Investment Company, Betterment Institutional and Hedgeable. SEI is exclusively accessible toindividuals with a net worth exceeding $20 million dollars, but given our relationship, all Legacy Care clients can invest through SEI. Meanwhile Betterment offers great cash and investment management tools at institutional rates to our clients through our relationship.  Lastly, Hedgeable has a fascinating investment approach that we believe could provide promising investment opportunities for qualified investment accounts.  We are excited to be able to offer these types of services to our clients. All investments are held by a third party trustee and/or are SIPC protected and secure.

Our plans are comprised of data from all aspects of your financial world.

We work with our clients to align their savings rates and spending habits to reflect their short-term and long-term financial goals. One of the first steps to making your dreams a reality is becoming aware of your cash flows and monitor them as necessary. This can be a very monotonous and overwhelming task. Our team has implemented several techniques and resources that make this a much easier assignment. In addition, we can help as needed to reinforce that you are taking actions most in-line with the desired outcomes. Starting a plan is key, as it not only increases the likelihood that savings can reach desired levels, but it also decreases the chances of making costly financial planning mistakes. The financial world, whether it be the stock market, mortgage companies, insurance companies, or even banks, can be very complicated. Often times, a second look by someone who has experience in that arena can save you time, headaches, and money.

Financial Planning

Tax and Accounting Services

We work closely with our clients to learn about the tax repercussions

of their needs, risks, and stimuli.

As our tax system continues to get more and more complex it is important to have someone in your corner who knows you and your situation. Many people leave deductions and credits on the table because their tax professionals are not familiar with what happens in their lives from May to January. Tax planning is an ongoing effort that needs attention year-round. Furthermore it is important that your tax professional and investment manager work together to make sure you are maximizing the advantages the tax system offers. For these reasons we have incorporated tax preparation into our business. We ensure that our clients’ best interests are being handled in every realm of finance. We have partnered with a CPA firm with over 60 years of combined experience. Our in-house Enrolled Agent is also eligible to represent any taxpayer before the IRS. While we do our best to ensure that we do not have to go before the IRS, when the time comes, it is comforting to know that you have professionals in your corner.

investment management