Supporting you in striving to achieve your financial goals

500 +
Satisfied clients
100 %
Transparent assistance
30 Mn+
Money invested

Legacy Wealth Planner

Legacy Wealth Planner creates customized financial plans for each and every client. Our business model is designed to cater to the needs of both businesses and individuals, and our goal is to help you strive to achieve your long-term and short-term financial goals. Since we know how challenging financial planning can be, we’re here to join hands with you to help you attempt to organize your financial life.Through the firm’s relationship with Saxony Securities, Inc (Broker Dealer) and Saxony Capital Management, LLC., (Registered Investment Advisor), Sudhir Pai, a is Registered Representative and Investment Advisor for these firms who guides you with your financial planning, supporting you in striving to achieve your financial goals. He evaluates your needs and risk tolerance and prepares a customized, robust plan to match the financial needs of your business.

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Services

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FinancialPlanning

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RetirementPlanning

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InsurancePlanning

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TaxPlanning

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401KRollovers

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Self-DirectedIRAs

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Self-Directed401K

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AlternativeInvestments

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Why Legacy Wealth Planner

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Legacy Wealth Planner develops plans suited for your specific needs. Our goal is to eliminate the complexity around evaluating and selecting your insurance and investment needs. Legacy Wealth Planner offers you guidance to sort through the vast array of products and confusing literature available to you.

Unique Opportunities
We’re a group of investment specialists with expertise in investment analysis, portfolio management, real estate, hedge funds, project development, and insurance services. We’re at your disposal and we help you find potentially attractive alternative investment options as well as important, often overlooked, tax strategies.
Unlimited Access
Legacy Wealth Planners helps you explore the world of Alternative Investments. We firmly believe that every investor should dive deeper into Alternative Investments, and to support this belief, we help you find alternative assets in line with your investment profile for you to consider.
Uninterrupted Focus
We build relationships that are focused on doing what is right for you. In doing so, we keep both the present and the future in mind, so that the solution that we devise is not only apt, but is also targeted towards being helpful in the long run. We start off by understanding your financial situation and goals, and based on that, we focus on the opportunities that we believe are the best for your cause.

Contact us today for help-seeking a financially sound future!

Securities offered through Saxony Securities, Inc, member FINRA / SIPC, Investment Advisory Services offered through Saxony Capital Management, LLC an SEC registered investment adviser.

ALTERNATIVE INVESTMENTS / 1031 / TAX OPPORTUNITY ZONE / CONSERVATION FUNDS / REAL ESTATE

RISKS DISCLOSURE

There is no guarantee that any strategy will be successful or achieve investment objectives. Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments. Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities. Potential for foreclosure – All financed real estate investments have potential for foreclosure. Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions. Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward-looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read and understand all of the risks associated with buying private placement securities. Investments are not guaranteed, or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

The contents of this website, or any generic communication from Legacy Wealth Planner, LLC (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by [any Issuer], or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein.

Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Legacy Wealth Planner, LLC or any affiliate, or partner thereof. Legacy Wealth Planner. LLC does not warrant the accuracy or completeness of the information contained herein.

© 2020 Legacy Wealth Planners