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
Retirement Plan Details
- Your Retirement Income
- Retirement Income Details
- Maximum Retirement Spending
- Social Security Optimization
