Planning and More

What's included in your Plan

Basic Financial Plan - Identify your current goals and objectives, and create a roadmap to help take you from where you are today, to where you want to be tomorrow. Plan includes:

Plan Analysis

  • Steps toward achieving your Goal
  • The potential cost of your Goal
  • Options for meeting Your Goal
  • Needs vs. Resources Details

Financial Pearl Plan - a holistic approach utilizing Legacy's PEARL process. Includes all of the features of a Basic plan plus the following: 

Asset Allocation Overview

  • Current Investment Asset Allocation
  • Current Investment Holdings Details
  • Current Investment Holdings Gain/Loss

Risk Management

  • Insurance - Cash Flow

Retirement Plan Details

  • Your Retirement Income
  • Retirement Income Details
  • Maximum Retirement Spending
  • Social Security Optimization