Preparing for New Child
Your Legacy Builders Financial advisor will help you work out an emergency reserve plan and offer insurance and financial security options. Your advisor will also go over savings and short-term goals, as well as long-terms goals, like education and retirement.
Getting Married
Marriage brings up many financial issues, and when you get married, don’t forget you are now saving for both of your short- and long-term goals. Your Legacy Builders Financial advisor will help you work out an emergency reserve plan and help you make sure both of your assets are covered by adequate insurances.
Paying for Education
While your children are still young, it’s important to keep your short- and long-term goals in mind. Your Legacy Builders Financial advisor will help you find out how much is enough based on education cost projections, and understand your options and tax implications.
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WEALTH MANAGEMENT
Your Needs
At Legacy Builders Wealth Management, we understand your needs are unique. Your Legacy Builders Financial advisor is ready to help by meeting with you one-on-one, face-to-face to talk about your needs, and where you stand now. Your advisor will put together a plan that works for you.
Talk to an advisor today and get started on your short- and long-term investment plans. Your Legacy Builders Financial advisor is ready to help by meeting with you one-on-one, face-to-face.
Call us today 404.514.2232 or email us at tgraham@gwnsecurities.com to book an appointment.
Preparing for Retirement
Your Legacy Builders Financial advisor will help you assess your budget today, undstand your tax situation you’re your short- and long-term goals. Your advisor will also help you go over estate planning issues and insurances.
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Major Purchase
Your Legacy Builders Financial advisor will help you work out an emergency reserve plan and make sure your short- and long-term goals are met and not sacrificed.