Legacy Wealth Alliance

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Financing Services, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

Tomorrow: Closed

(480) 212-7000Call Visit WebsiteVisit Website Map & DirectionsDirections1414 W Broadway Rd Ste 149Tempe, AZ 85282 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Legacy Wealth Alliance

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At Legacy Wealth Alliance, we forge relationships with clients. We call it “life planning” – creating an individualized financial plan with clear, realistic goals and a structured framework that helps our clients achieve their goals. Our financial planners utilize tools like savings and accumulation strategies, tax strategies, estate planning, investment strategies, charitable giving strategies and retirement planning to address all aspects of a client’s financial well-being, and have access to several leading insurance companies to offer property and casualty, life and health insurance solutions.

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More Info

Email: Email Business
Other Link: http://www.legacywealthalliance.com
Other Email: Email Business
Categories: Financing Services, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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Details

Phone: (480) 212-7000

Address: 1414 W Broadway Rd Ste 149, Tempe, AZ 85282

Website: http://www.legacywealthalliance.com

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Legacy Wealth Alliance

Charitable Giving
At Legacy Wealth Alliance, we forge relationships with clients. We call it “life planning” – creating an individualized financial plan with clear, realistic goals and a structured framework that helps our clients achieve their goals. Our financial planners utilize tools like savings and accumulation strategies, tax strategies, estate planning, investment strategies, charitable giving strategies and retirement planning to address all aspects of a client’s financial well-being, and have access to several leading insurance companies to offer property and casualty, life and health insurance solutions.
Income Tax

Investment Management
Wealth Management
Jon Launder came to Legacy Wealth Alliance from Wisconsin after four years in the Wealth Management profession. He graduated from the University of Wisconsin-Milwaukee with a Bachelor’s degree in Business finance in 2015. In 2018 he became a CERTIFIED FINANCIAL PLANNER. In his free time Jon enjoys watching the Green Bay Packers, Mountain Biking and spending time with friends and family.

Financial Planning
We work with clients to plan for real-life events with integrated asset allocation, using what we call the Financial Planning Module. We balance risk and reward by reviewing and apportioning an individual’s portfolio assets based on security selection, market timing and other factors. As a result, our clients know that their financial plans are structured and diversified, helping them to leave their heirs a lasting legacy.
Retirement Planning
Analyzes your present retirement plans, including company sponsored profit sharing, 401(k), and pension plans and how they meet your projected retirement needs.
Annuities
A secure, comfortable and early retirement is every worker’s dream; however, planning for the future can be a daunting task with countless variables to consider. At Legacy Wealth Alliance, we have the knowledge and real-world experience it takes to simplify the process and help our clients develop a realistic retirement planning strategy, one that can help to avoid outliving their assets. We provide advice on retirement planning, including IRAs, 401k(s), annuities, Social Security, estate planning and savings plans to help guide you along the path of retirement planning.
Long Term Care
Because insurance plays such an integral role in any balanced portfolio, we work with clients to make sure they have sufficient coverage to provide improved confidence for them and their families. Legacy Wealth Alliance provides long-term care, property and casualty insurance geared toward meeting an individual’s specific needs.
Asset Management
Investing can be a confusing and emotion driven experience that produces less than desired results. We help you implement an investment philosophy that revolves around the following concepts – Diversification, Asset Allocation and Market Efficiency – these beliefs, coupled with ongoing advisor support and many time’s reassurance, are designed to produce a sound and disciplined portfolio that can help meet your intended goals.

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