Why Choose Us?
Benefits of Choosing Legacy Builders Wealth Management
We focus on YOUR financial goals and dreams, to attain the ideal retirement YOU desire.
To be the last Financial Firm our clients ever need.
Our Core Values
Always act with integrity. - Honesty is the foundation of all we do. Without trust our company is nothing.
We are family. - We put ourselves in our clients “shoes" to make sure that our clients are getting what we would want ourselves. We take care of our clients like our own.
It’s more than money, it’s their livelihood. - We understand this decision affects the rest of our client’s retirement. We treat the education process accordingly. We ensure our client’s understand and are confident in their decisions for their retirement.
Under promise, over deliver. - We go above and beyond to make sure what we say happens… and then some!
Provide results. - By only representing the “Best of the Best” we ensure that our clients are getting the best results available.
Don’t lose our clients money. - Sometimes it’s not so much of how much you made, but how much you didn’t lose. We can still make amazing returns without putting our clients money at risk. And to date, we have kept that promise for our 5,000+ clients. Not one penny lost!
An Advisor for life. - We understand how important an ongoing relationship with a trusted advisor is. Whether it’s tomorrow, or 20 years down the road, we will ALWAYS be here for our clients.
The Value of an Independent and Fiduciary Firm
A successful retirement you’ve always desired requires a Multi-Dimensional approach.
That’s why Legacy Builders Wealth Management was formed. We combine BOTH an Independent, as well as a Fiduciary planning model to give you the utmost confidence knowing that:
#1. We carry ALL Financial and Insurance companies that are competitive. (Over 75 different multi-billion dollar financial institutions and 1200 products). This allows us to tailor-make the perfect plan to fit each one of our client’s diverse needs and desires.
#2. We are a Fiduciary Firm which means we legally have to present you with the best option for your needs and desires. Everything we do is in our client’s best interests. With representing all of the Top Rated Financial and Insurance companies, our clients have the confidence that they are getting the best products available nationwide.
At Legacy Builders Wealth Management, we put ourselves in your shoes, leveraging our advanced knowledge of Safe-Retirement strategies, we then customize the perfect plan that is dependable for life.
Retirement planning is a step by step process.
At Legacy Builder’s Wealth Management we understand that something as important as your hard-earned Retirement Savings, requires making an informed decision on YOUR terms. One step at a time.
That is why our first visit is called the “Relationship Sit-Down”.
Our goal is personally sit down with you to then listen and discover what is most important to YOU regarding your Retirement Savings. Nothing more.
Once this relational level of understanding is achieved, from there, we then work with you towards EDUCATING on how to achieve YOUR financial desires at YOUR pace.
Our No Advisor Fee Guarantee
At Legacy Builder’s Wealth Management we don’t believe in charging our clients an annual management fee. Putting more money in our clients pocket is the most important thing to us.
Our No Market Risk Guarantee
Ensuring the Guarantee of Growth
At Legacy Builders Wealth Management we don’t believe in losing a penny of our client’s hard earned money due to a market downturn. In fact, to date, we have not lost one cent of our 5,000 clients retirement savings in a market downturn.
We believe that with the revolution of “hybrid contractual products”, our clients no longer need to risk losing money, due to a market downturn, just to enjoy some growth in the market.
When the market goes up, your money goes up. When the market goes down, you don’t lose one penny of your principle. GUARANTEED!