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Legacy Wealth Alliance : Welcome

Partner with Legacy Wealth Alliance to gain access to premiere financial tools and strategies for planning your retirement years.

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Partner with Legacy Wealth Alliance to gain access to premiere financial tools and strategies for planning your retirement years.
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Legacy Wealth Alliance : Welcome | legacywealthalliance.com Reviews

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Partner with Legacy Wealth Alliance to gain access to premiere financial tools and strategies for planning your retirement years.

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1

Legacy Wealth Alliance : Financial Products and Services

http://www.legacywealthalliance.com/products.html

Call us at 480-212-7000. The Experience You Need. The uncertain economic times of the past few years have taken a toll on many of us and our portfolios. During times like these, it’s even more important to have a knowledgeable financial planning ally in your corner, helping to guide you as you navigate your way toward a solid economic future for you and your family. Our Products and Services. 8950 South 52nd Street, Ste 204 Tempe, Arizona 85284. Telephone: (480) 212-7000 Fax: (480) 212-7002.

2

Legacy Wealth Alliance : Our Team

http://www.legacywealthalliance.com/team.html

Call us at 480-212-7000. Meet Our Team of Specialists. Todd has been in the financial services industry for more than 20 years. He began his career as a banker working for Chase Bank. This gave him the opportunity to work one-on-one with his clients, helping them to develop specific strategies for accumulating their wealth. Later he moved into Chase Investment Services as a registered representative selling annuities and mutual funds. FINRA Examinations: Series 7, 63 and 66. Securities and advisory servi...

3

Legacy Wealth Alliance : How We Work

http://www.legacywealthalliance.com/how.html

Call us at 480-212-7000. Identification. Recommendation. Implementation. You’ve worked hard to earn your money. Let Legacy Wealth Alliance help you feel more confident that your money will be there to ensure your retirement years will be rewarding ones. We will work to make certain you leave behind a legacy, ensuring your loved ones are left living comfortable lives. Through LFS, we can offer several platforms to help you plan, build and strengthen your legacy:. We look at your entire portfolio, assessin...

4

Legacy Wealth Alliance : Resources

http://www.legacywealthalliance.com/resources.html

Call us at 480-212-7000. Calculating Your Financial Future. Use the two financial calculators below to estimate your retirement savings and how much money youll need for your childrens college education. Calculators are for information purposes only and should not be relied upon when determining a financial plan. Put a Retirement Calculator on your site! Put a College Savings Calculator on your site! LWA Advisor - Legacy Wealth Alliance Quarterly Newsletter. Alliance for Investor Education (AIE). Nationa...

5

Legacy Wealth Alliance : Careers

http://www.legacywealthalliance.com/careers.html

Call us at 480-212-7000. Explore a Career with. Legacy Wealth Alliance is a financial services company based in Tempe, Arizona. As Lincoln Financial Services registered financial planners, we specialize in financial planning, retirement planning and portfolio management. We work with our clients to identify their financial goals and help them build a solid financial plan designed to meet those goals. We are currently looking for qualified individuals to join the team at Legacy Wealth Alliance.

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Our Focus on You. Our Areas of Specialization. About Janney Montgomery Scott. Take a Retirement Test Drive. Developing Your Wealth Management Strategy. Markets at a Glance. So please don't hesitate to contact us. Click on images below for Janney's timely topics). Please click below for COMMENTARIES BY JANNEY'S SPECIALISTS. Mark Luschini - Chief Investment Strategist. Guy Lebas - Chief Fixed Income Strategist. Greg Drahuschak - Market Strategist. How much can you afford to pay for a car? Some consideratio...

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529 College Savings Plans. Long Term Care Insurance. Plans for Key Excutives. Providing direction for a more secure future. Providing direction for a more secure future. Providing direction for a more secure future. Providing direction for a more secure future. Providing direction for a more secure future. Providing direction for a more secure future. Welcome to Legacy Wealth Advisors. The Financial Planning Process. Step 1 Assemble Important Information. Meeting with you and assembling all critical fina...

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Legacy Wealth Alliance : Welcome

Call us at 480-212-7000. Wealth. Wisdom. Well-Being. At Legacy Wealth Alliance. We understand how important your family’s financial future is to you. Our team, as Lincoln Financial Securities-registered financial planners, will work with you to understand your financial goals, optimize your portfolio and help ensure you make smart financial decisions. To get more information or to schedule a consultation, please call Legacy Wealth Alliance at (480) 212-7000. Our office is located in Tempe, AZ. Neither Le...

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