Surveys of affluent Americans consistently tell us that their major frustration is their advisors should be more proactive about future issues that might affect their financial well-being. Those concerns are addressed in the logical, proactive approach we take with all our clients.

In the past, you may have purchased financial or insurance products and then found out how they affected your tax and investment planning later. The correct course of action is to learn the right questions to ask before you buy any financial product or plan for your future.

That’s what makes our firm different! We believe in identifying all the facts necessary to make a sound financial decision that is in your best interest before making that decision.

Many times investors don’t have a process to filter out myths and misconceptions and help them find out the must know, critical facts to make logical decisions for their future. If you find out that there are flaws or missing information in your decision making process, you will quickly realize where money is falling through the cracks or where the problems are in your current planning, thus helping you make more informed financial decisions.

 

Our simple, easy to understand, 3 Step Review is a process that helps you discover whether or not your current strategies match up with your plans for your future. This proven process helps us create a sound plan based on facts and logic rather than emotion and opinions.

These are 5 critical questions to ask any financial advisor that will help you determine if you need further review of your plan.

Have you adequately reviewed my personal financial situation to make sure this recommendation is in my best interest?

How will your plan affect my income and liquidity needs in the future?

How will your plan affect my tax return each year and what future tax issues may concern me?

How does your plan match up with my risk comfort level?

Have you adequately reviewed my personal financial situation to make sure this recommendation is in my best interest?

How will your plan affect the transition of my estate to my heirs?

The associates of Legacy Financial Group are not qualified tax professionals. You should consult with your CPA or other tax advisors on tax related matters.