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Full-Service Financial Consulting

The Legacy Group, Ltd. offers a variety of financial consulting services. Based on a financial plan prepared just for you, our full-service, Fee-Only financial planning process offers individualized service and professional advice.

Through a confidential advisory relationship, we will help you chart a course that seeks to achieve your long-term goals and financial objectives. Based on your needs and desires, your financial plan may include these and other highly specialized financial services:

  • Retirement Planning
  • 401 (k) Rollover Strategies
  • Pension Survivor Decisions
  • Advanced Estate Planning
  • Family Business Planning
  • Wealth Enhancement Strategies
  • Portfolio Allocation Design
  • Income Tax Reduction Strategies
  • Charitable Planning Strategies


Fee-Only Professional Asset Management

At The Legacy Group, Ltd., all assets are managed on a Fee-Only basis. To that end, we offer professionally designed and managed portfolios through the SEI Investments Company. "Fee-Only" means that we do not accept commissions, as is the norm at some other firms. Instead, your account is assigned an annual fee, a percentage based on the value of your account.

After determining your objectives and risk tolerance, we will create a portfolio that meets your investing criteria. Proper asset allocation (the right investment mix), coupled with professional, ongoing management, helps ensure that client portfolios enjoy the greatest potential return while reducing overall risk. Continuous monitoring and quarterly performance reporting are also a part of our professional asset management program.

Guidance for Institutions

In addition to helping individuals and families guide their wealth along the path of greatest good, The Legacy Group, Ltd. has special expertise and experience working with institutions and non-profits. We understand the challenges that Foundation boards face and are prepared to assist you.

Also, because The Legacy Group has considerable business experience in the charitable giving arena, we can offer much more than ongoing investment advice. As an investment advisor and partner with your foundation, we will provide the following services at no additional charge:

  • Consultation with the Board regarding annual budgets and projected cash flows
  • Analysis of your spending policy
  • Fiduciary risk management
  • Charitable giving ideas to assist the Board with resource development
  • Ongoing charitable giving strategy sessions with the Board
  • Meetings with potential donors to assist with their charitable giving program
  • Attendance at all major Foundation fund-raising events

The Legacy Group stands ready to respond to your organization’s Request for Proposal. Through a series of meetings, we will strive to understand your needs and present our formal investment management proposal and a sample Investment Policy Statement. Please contact The Legacy Group to get the process started.