To attempt to improve the risk-return characteristics
of your investment portfolio.

Life does not always turn out the way we’ve planned, getting inevitably interrupted by roadblocks. These roadblocks often have repercussions on our finances (the vulnerable side of the iceberg). And this is where Legacy Wealth Planning can assist. Our Financial Planning offers a strategic step-by-step guide to help you work towards building your financial future. This process helps you chart your business or individual targets from the start point to the finish; this will help you map your goals and prepare you for what lies ahead. By referencing this map, you will identify where you stand now and where you want to be. Most importantly, the steps involved in-between and your preparation to attempt to mitigate risk can keep you focused on your Financial Planning goals.

In businesses, Financial Planning helps develop the step-by-step creation of the financial skeleton. By holding your business objectives and vision at the forefront, the financial plan will evaluate the capital that is budgeted and the steps involved as you move forward with the project. Strategies and operations will pivot back to the budget at hand. Financial Planning will help you converge all your business resources and plans to fit your current needs and goals.

No business runs effortlessly through their growth path. You cannot resist the economic irregularities or financial instability that come along your business framework. But you can surely seek to make it secure by developing strategies to help absorb the bumps on the road.

We strive to help your business achieve the following upshots

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Regulating funds and Modifying budget

As you implement your financial plan, you’ll be creating a summarized structure of the finances involved in your business. It will ascertain funds regulated in your business and attempt to overcome changes with emerging markets. The budget set gets exposed to forecasts and interests, but the financial plan will seek to support you in identifying and correcting these issues against each step.

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Defining financial elements

With this, the next step is defining all the individual elements in your business that require expenses, big and small. These will include managing all your assets and liabilities, investments in handling promotions or campaigns, and the industry goals laid down.

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Complying with the business vision

By pinning notes on the growth and expansion programs, financial planning will provide your business with a detailed cost structure complying with budget constraints while keeping its mission and objectives in the principal frame.

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Assessing the business environment

The competition you face will have a direct effect on your business outline. The budget allocated to counter this vital deterrent in growth will then take a toll. The step in financial planning that assesses the business environment involves examining and interpreting the specific strategic business differences between you and your competitors.

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

DISCLAIMER

Securities offered through Saxony Securities, Inc, member FINRA, SIPC, Past performance is not indicative of future results. Speak to your tax professional prior to investing. All investing involves risk of loss of some or all principal invested. Click here for Saxony Securities’ Form CRS.

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.

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