Income and Asset Protection
Protecting your income with disability insurance can be one of the best decisions you could ever make. Statistically about one in three people will need some form of payments to help them through a sickness or injury during their lifetime & most families do not have enough cash reserves to last them more than a couple months. This is the type of asset protection planning that could set you back decades if you’re not properly prepared.
What if the unexpected happens and you pass away prematurely? What does that do to your loved ones, financially? Are you the sole earner? What options will they have? Have adequate life insurance will provide your love ones options to carry out the life you built for them, even if you’re no longer here with them. What do you want your life insurance to do for your family?
This is typically a a severely overlooked aspect of a true comprehensive plan and we assure you it will not be overlooked.
Asset Allocation retirement planning
Deferred compensation & 401K strategies
Defined benefit planning
Executive bonus arrangements
Portfolio review - 401K, IRA, Roth IRA and other brokerage accounts
Insurance planning - Family continuity & legacy strategies
Key person insurance strategies
Individual and family estate planning
Buy/Sell insurance and operating agreement implementation
Policy review and recommendations
DISCLAIMER: Legacy Wealth Management does not conduct business valuations and if necessary, will utilize a 3rd party to conduct any necessary business evaluation.
Legacy Wealth Management Group
Greg Feese CRPC®, Investment Advisor Representative. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Advisor. PR Wealth Management Group, Inc., a Registered Investment Adviser, doing business as Legacy Wealth Management Group of Las Vegas, LLC. PR Wealth Management Group, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. This is not a solicitation for sale of securities in any jurisdiction.. The investment advisory representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
© 2019 Legacy Wealth Management Group Las Vegas LLC.
Notice and Disclaimer
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