Discovery Call with a Legacy Wealth Team Member

During this complimentary call, we’ll get to know you, learn what prompted you to reach out, and discuss your goals, questions, and concerns around your financial life. We’ll also share a bit about how we work and what it’s like to partner with our team. By the end of the call, you’ll have clarity on next steps and whether moving forward together makes sense.

30 minutes

Discovery Call with a Legacy Wealth Team Member

During this complimentary call, we’ll get to know you, learn what prompted you to reach out, and discuss your goals, questions, and concerns around your financial life. We’ll also share a bit about how we work and what it’s like to partner with our team. By the end of the call, you’ll have clarity on next steps and whether moving forward together makes sense.

30 minutes

Discovery Call with a Legacy Wealth Team Member

Legacy Wealth Management is an independent office which offers advisory services through IFP Advisors, LLC, dba Independent Financial Partners, LLC (IFP), a Registered Investment Advisor and offers securities through IFP Securities, LLC, dba IFP, member FINRA/SIPC. Registration as an Investment Adviser or Broker-Dealer does not imply a certain level of skill or training. IFP and Legacy Wealth Management are independent entities.