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Legacy Wealth Management

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PAY A PRO OR DO IT YOURSELF?

“Without a doubt, pay a pro. I still choose to use a pro and suggest you do too. Statistics show that “do-it-yourselfers” are quick to jump out of funds when they begin to under perform. A good professional advisor will remind you why you chose the fund in the first place and prevent you from losing money by buying high and selling low.”
elp_promo_dave_lg-Dave Ramsey

WORKING WITH AN INVESTMENT ADVISOR

“They advise, you make decisions. You are paying them for advice and the ability to teach you enough to make smart decisions about your investments. You are not handing over this responsibility because they are professionals or even because I endorse them. Retain ownership and responsibility for all final decisions.”
-Dave Ramsey

LEGACY WEALTH SERVICES

Investment Strategies
Asset Allocation
Manager Selection
Performance Reporting
Account Management
Beneficiary Management
Registration Management
Regular monitoring
Tax Strategies
Debt Management

Legacy Wealth Management, LLC is a registered investment advisor with the States of Idaho, Florida, Arizona and Michigan. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management's marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. The links on our WebPages are believed to be reliable; however, we cannot guarantee their accuracy. By clicking on a link, you understand that you may be leaving this site. The information presented on linked websites is for informational uses only. Any opinions or recommendations expressed therein are solely those of the third party information providers and are not the opinions or recommendations of Legacy Wealth Management. No endorsement of third party products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this website. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. Therefore, your use of this site is provided on an "AS IS" basis, without any warranty of any kind. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non-infringement.