Driven by the desire to empower individuals to navigate their financial futures with confidence, True Legacy Financial offers holistic wealth management solutions tailored to each client's unique needs. Our experienced financial professionals guide you through every step of the way, ensuring a comprehensive and personalized experience.
Our Guiding Formula: TRUE Legacy Formula
Our approach to financial planning utilizes our proven TRUE Legacy Formula, a framework designed to:
- Track your financial situation and goals
- Research and assess your needs
- Uncover potential opportunities
- Evolve your plan over time
Investment & Retirement Planning
- Determining your asset allocation needs
- Understanding your risk tolerance
- Recommending investment vehicles
- Managing your finances before and during retirement
Tax Management
- Developing strategies to optimize your current and future tax situation
- Referrals to qualified tax specialists when necessary
Estate Planning
- Reviewing your wills and trusts
- Preserving your estate for your intended heirs
- Helping with beneficiary designations
Risk Management
- Reviewing your existing insurance policies
- Recommending policy changes
- Finding the right insurance coverage for your unique situation
Additional Services
- Business, Employee & Executive Benefits: Assisting businesses in attracting and retaining qualified employees, and implementing competitive benefit packages.
- Informal Business Valuation & Buy-Sell Reviews: Providing assessments of your business for succession planning and exit strategies.
Our Team
Our team of experienced professionals holds a wealth of knowledge and expertise in various financial disciplines. We are committed to providing clear and concise explanations of complex financial concepts in a language that is easy to understand.
Our Philosophy
True Legacy Financial believes financial planning should be a collaborative process. We work alongside you to understand your individual needs and aspirations, and create a customized plan that aligns with your unique goals and circumstances.
Client Experience
The reviews highlight the exceptional service provided by the team at True Legacy Financial. Clients rave about the team's dedication to prioritizing their interests above all else.
Customized Attention
Igor, in particular, is praised for offering personalized guidance and attention. Clients appreciate the ability to reach out to him directly, demonstrating the team's commitment to building strong relationships.
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