Supporting you in striving to achieve your financial goals
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.
Why Legacy Wealth Planner
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.