Our Services

 
 

Financial Planning

Your Money Matters

 

When it comes to finances and how you plan to save for the future, no two people are alike. Everyone has different goals and visions for what they want to achieve throughout their life, and Modern Legacy is here to help you craft a financial plan that works for your specific needs.

Whether you're planning for homeownership, travel, or retirement, we want to make sure that you can reach your goals with enough money to live comfortably. From saving to budgeting to goal-setting, our advisors will sit down with you one-on-one to address and execute a plan that will get you back on track.

 

Tax Planning

Make the most of tax season

 

Modern Legacy Advisors helps you develop a tax strategy that works for you, not against you. Our team is here to allow you to view each decision through a tax-efficient lens in order to maximize your return and minimize the amount of money you owe.

We’re here to provide the personalized guidance you need to make sound decisions come tax season.

 

Retirement Planning

Will you have enough to retire?

 

Whether you've been saving since your 20s or are ready to take the first steps toward the process, Modern Legacy is here to help you prevent a retirement crisis. During your golden years, you deserve to live a lifestyle full of joy, leisure, and financial security—no matter how long you live.

Modern Legacy possesses the skills and knowledge to assist in your retirement journey and will make sure that you and your loved ones are accounted for. Our retirement planning procedures encompass all parts of your financial life and are designed for you to build, grow, and protect your wealth.

Investment Planning

Manage your wealth

 

Modern Legacy is here to help you develop, implement, and grow a long-term investment strategy that will help you see and enjoy the fruits of your labor. From stocks to real estate to private businesses, there are many ways in which you can expand your wealth and grow your assets. Though investing is never devoid of risk, we’re here to help you craft a comprehensive investment plan that works for your goals, needs, and budget.

If you're ready to diversify your portfolio or switch gears into a different venture, get in touch with Modern Legacy today!

 
 

No matter where you find yourself on your financial journey, we’re here to help and offer the guidance you need to succeed.

 

Once your goals have been established, we will customize appropriate strategies to suit your vision and values. Working with you to execute a sound financial plan utilizing the following products and services:

  • Tax Management Strategies

  • Cash Flow and Debt Management Strategies

  • Risk Management Strategies

  • Investment Management Strategies

  • Retirement Accumulation Strategies

  • Retirement Income Strategies

  • Estate Preservation

  • Special Situations

  • Business Planning Strategies