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.”

-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
Life Insurance Services
Account Management
Beneficiary Management
Registration Management
Regular monitoring
Tax Strategies
Debt Management