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AZ LEGACY WEALTH, LLC

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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.”
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-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

BrokerCheck

"All written content on this site is for information purposes only. Opinions expressed herein are solely those of AZ Legacy Wealth LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by AZ Legacy Wealth LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through independent agent Ross Luekenga, an affiliated company. AZ Legacy Wealth LLC and Ross Luekenga are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph."