Legacy Wealth Designers is client-centered and process-driven. Our firm has a well-defined policy that is explained during the introductory meeting so you’ll fully understand what to expect at any given point during the planning process.
We are a 100% fee-based firm and do not charge commissions or sales charges on the investments you place with us. You also do not pay commissions or sales charges on the fixed insurance and annuity products we recommend. We believe in transparency and full fiduciary disclosure to our clients. You always know exactly what you’re paying for and the value you’re receiving.
By using this model, along with Fidelity Institutional Wealth Services (FIWS) as our custodian, we are often able to lower a client’s fees and commissions when compared to their current firm or holdings.
Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors.