About us
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Legacy Group Financial supported by:
Brokerage Professionals, Inc. |
About Us
We are a team of consummate Professional Philanthropic Retirement Advisors. Our teams of Professionals consist of Retirement Planners, CPAs, Elder Planning Attorneys, and Ministers. Legacy Group Financial also provides Premier Capital Fundraising Advisory Services nationwide to provide need assistance to Churches and Non-Profits. Legacy Group Financial is Florida based conglomerate with office nationwide providing opportunities for both the (Retiring and Retired) Americans and the Non-Profit Community in meeting their financial needs and goals. We believe everyone should have the opportunity to reach their fullest potential, contribute to society, and have a voice in the decisions that affect them regardless of age or financial standings. We believe the best way to achieve these goals are to encourage initiatives by those living and working closest to where problems are located to close the gaps for seniors, their families, and the organizations that serve them; to promote collaboration among the non-profits, government and business sectors; and to ensure participation by men and women from diverse communities and all levels of society. In our experience, such activities help build common understanding, enhance excellence, enable people to improve their lives and reinforce their commitment to society. Issue There are more than 39 Million Seniors in the United States today, with another 10,000 Baby Boomers retiring daily making them the fast growing age group in the United States, since the 2000 Census. By 2050, Seniors age 65 and older will make up 21 percent of the total population of 87 Million. If you any Senior they will agree on one fundamental point, gives us the freedom to build our own guaranteed, “Living Legacy” so that we can help others today and then pass it on to our Heirs tomorrow. Initiative Meet the financial needs of two targeted groups:
Create and provide affordable niche insurance and non-insurance products and services:
Insurance Products Non Insurance Products Guaranteed Income you can’t out live Armor Protection Plus Life Insurance Voluntary Benefit Packages Health Insurance Plans Financial Planning Employee Benefits Charitable Gifts
Impact Our Approach to Impact Assessment and Learning – At every stage of our work, we ask ourselves: Is Legacy Group Financials strategic initiatives and approach achieving the maximum impact they can? Are there adjustments we can make to our strategies or the program we are constantly developing and supporting that could yield better results? Accordingly, on a 24/7 basis, we strive to achieve the maximum benefit’s to those we hope to serve. The bottom line is, is this a product I would put MY retirement nestegg into, if I were retiring today? The answer is YES! If you don’t believe our products are well suited or find something that we have missed, please feel FREE to contact me directly, Rev. Randy Jones CEO at Legacy Group Financial.
Rev. Randy Jones CEO 1-800-955-1396 x.401
Our Process
Living Legacy Process Prospective clients often ask, "What is your Living Legacy Process?" The following pages aim to provide the answer. There is a system to our practice, and, when managing our clients' assets, we adhere to it. We believe that following a disciplined and systematic process is essential to our clients' success. Below, you will find a brief overview of our six-step process.
Establish Client and Financial Consultant Relationships – The Church Workshop - Through the Church Workshops is where the Advisor first to begin the Client, Advisor relationship that the Advisor needs to further develop in order to gain the trust of any and all future clients. The Discovery Process Our goal at the beginning of any client relationship is to get to know you and gain clarity about what's important to you. When we understand who you are and what's important to you, we can begin to forge a partnership that will enable us to empower you to greater financial security. Many financial professionals focus the majority of the discussion with their clients on what we refer to as the "Who and the How" of the Living Legacy Process; meaning the strategies, techniques, investments, or managers they recommend using. While these issues are ultimately important, we believe that it is essential that we spend considerable time understanding what your needs, goals, visions, or values are. We refer to these issues as the "What and the Why" of the Living Legacy Process. What are your needs and concerns? What past experiences have led you to where you are today? What are your visions or dreams for your future? Once we gain clarity over the issues that are important to you, then we can move on to providing solutions to address your needs. Ultimately, our recommendations are always driven by a commitment to help you live the lifestyle of your choice and to see your visions become a reality. Throughout the course of our relationship, we periodically revisit this step in the process. Gather Information - So that we can do a comprehensive review of your current financial situation, we will ask you for relevant financial data, including a detailed summary of current financial assets, you’re various types of insurance protection, your current estate plan, and your current tax returns. We will discuss your plans for the future, including your short-term and long-term goals. We will also review your sources of income and your living expenses. We will discuss the particulars of your retirement plans, including contributions or distributions that you may be making. We will discuss your current investment portfolio and how you make decisions about your investments. We will discuss your investment risk tolerance. We will also discuss your current estate plans, including your plans to distribute your estate, any concerns you may have about distributions to particular family members, your desire to eliminate or minimize estate tax, and charitable legacies that you may wish to leave. All future recommendations and decisions in the Living Legacy Process will stem from this information. Analyze Existing Positions - We then do a thorough analysis of all the information that we've gathered in order to determine if your present situation is properly aligned with your personal needs and goals. We will analyze your investment portfolio's current asset allocation mix as well as your risk exposure in relation to your needs. In addition, we will analyze the components of your tax liability and your present estate plan. From this analysis, we will identify your current areas of strength as well as any inconsistencies that present opportunities for improvement. Present an Action Plan - You will be presented with a detailed analysis and a proposed course of action. Our philosophy is "If it's not broken, don't fix it!” Our goal is not to undo what you may have already done very well. We want to reinforce areas of strength in your current plan and recommend prudent solutions to address any areas of improvement. Depending on your situation, we may draft a financial plan that may include an Investment Policy Statement, a thorough retirement income plan, or a detailed action plan. Implement Plan and Review - Once we've honed in on the key steps that you can take to improve your overall "financial health", we're ready to move ahead. We will help you execute your plan, taking each important step, one at a time. By closely monitoring your progress in relation to your established goals, we make sure that you stay right on track. We'll meet with you on a regular basis to review our results and discuss any changes that may be warranted. The review process wraps everything together and brings us back into focus on your "What and Why", the guiding purpose for the work we do. |
