Empowering You to Pursue Your Long-Term Financial Goals
Empowering Your Financial Future
True Legacy Financial stands as a trusted financial guide, helping individuals and families create and maintain financial security. We believe everyone deserves access to personalized guidance and innovative solutions to navigate their financial journey.
Our Guiding Philosophy: The TRUE Legacy Formula
Our comprehensive approach, known as the TRUE Legacy Formula, utilizes a systematic process to assess your individual needs and aspirations. This framework consists of four key pillars:
A. Awareness: Understanding your financial situation and goals.
R: Responsibility: Developing a customized plan to manage your finances proactively.
T: Transparency: Clear and open communication throughout the process.
E: Empowerment: Providing you with tools and resources to make informed financial decisions.
Building Your Financial Blueprint
We offer a diverse range of services to empower you on your financial journey:
Investment & Retirement Planning
- Tailoring asset allocation and risk management strategies
- Maximizing retirement plans (401k, IRA, etc.)
- Tax optimization strategies for current and future income
Tax Management & Estate Planning
- Comprehensive tax planning and consultation
- Estate review and preservation of wealth
- Review and guidance on wills, trusts, and beneficiary designations
Risk Management
- Comprehensive insurance review and recommendations
- Access to experienced professionals for additional coverage needs
Business & Employee Benefits
- Strategic financial guidance for businesses and executives
- Employee benefit plan design and implementation
- Valuation and succession planning for business continuity
A Team of Experienced Professionals
Our team comprises seasoned professionals, each with extensive experience in various financial disciplines. We are committed to providing personalized attention and leveraging our collective expertise to deliver tailored solutions for your unique needs.
More Than Just Numbers
We believe financial planning is about more than just numbers. It's about empowering you to make informed decisions about your financial future and achieving your dreams. We take the time to understand your individual goals, anxieties, and aspirations to create a plan that aligns with your unique situation.
Let's embark on your financial journey together. Contact us today for a personalized consultation!
Overall Experience
The review highlights the exceptional service provided by the Team at True Legacy Financial.
What Went Well
The reviewer praises the team for putting their clients' interests first and being reliable for financial guidance.
Noteworthy Mentions
- The reviewer, Steven McCartha, gives the team a 5-star rating.
- Igor is mentioned as a trusted point of contact for financial advice.
