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W E A L T H A D V I S O R S o f N Y
www.LegacyWealthAdvisorsNY.com308 Maltbie Street, Suite 101 | Syracuse, NY 13204 6403 County Rd 32 | Norwich, NY 13815 Helping Plan Your Financial Future.
Planning Services and
Asset Management
Estate Planningand
Business Transfer Planning
Insuranceand
Risk Management
Legacy Wealth Advisors of NY works as a team to help develop plans and strategies regarding business transition, retirement, risk mitigation, wealth management, and efficient estate transfer. Leveraging our decades of collective financial services experience enables us to fulfill our promise to take on clients for life.
We help families focus on goals and objectives, and work to develop strategies to achieve them. We help our business clients remain competitive by providing comprehensive guidance. We serve as a valuable and knowledgeable resource for our clients by analyzing current plans and offering competitive products, services, and advice. Whether starting a family, building a business, or planning for retirement, we work to help you reach your personal and business goals, throughout every stage of life.
OUR PROCESS
CRN20191-222911
At Legacy Wealth Advisors of NY, we provide professional assistance in the following areas:Legacy Wealth Advisors of NY is a full-service financial firm with offices in Syracuse and Norwich, NY. We are committed to helping our clients reach their financial goals, whatever they may be. Legacy Wealth Advisors of NY works as a team to help develop plans and strategies regarding business transition, retirement, risk mitigation, wealth management, and efficient estate transfer. Leveraging our experience enables us to fulfill our promise to take on clients for life.
Our first priority is helping you take care of yourself and your family. We want to learn moreabout your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
As mothers and fathers, husbands and wives, sons and daughters, and business owners, with loved ones and employees to protect, we know the significant impact your decisions could have on your business, your employees, and your family. That is why, at Legacy Wealth Advisors of NY, we will support you in all areas of your financial life. Whether you need core wealth management services, insurance, employee benefit plans, estate planning, business transition, or just someone to talk to, our firm is here to guide you.
OUR TEAM IS HERE FOR YOU
Retirement PlanningEffective planning involves structuring business and personal assets to ensure that you don't outlive your retirement sources. You can build your retirement as part of an employee benefits plan or tailor a plan for yourself and key individuals. We can add value in creating your retirement, and also assist in eliminating risks that could jeopardize your retirement. We want to help you achieve total peace of mind when preparing for retirement.
Estate PlansEstate planning involves lifetime decisions regarding family, business, and charitable giving. A trial probate will confirm that your estate plan is tax efficient and that it meets your distribution goals. Our value-added approach will show you how to not only leave a successful legacy, but through charitable giving, will also help ensure it is a significant one.
Business Organization & SuccessionThe cornerstone of a successful business transfer plan is the selection of appropriate entity and successor management. Implementing the plan requires designing integrated entrance and exit strategies, developing and motivating successor management, and utilizing pre-funding agreements to eliminate risk in the event of death, disability, or retirement.
Executive/Employee Benefit PlansRecruiting and retaining key people who make your business successful is within your control. You can recognize key employees by tailoring an attractive incentive package in the form of benefits that continue to increase in value over time. Furthermore, it's important to develop a group benefits program that is coordinated with your estate and business.
InvestmentsManaged Accounts
Mutual FundsIndividual Stocks & Bonds
Annuities (Fixed or Variable)Brokerage Accounts
Individual Retirement Accounts529 Plans
Other ServicesWealth Management Strategies
Estate Analysis
InsuranceLife Insurance (Whole, Variable, Universal, & Term)
Long Term Care InsuranceDisability Income InsuranceBusiness Overhead Expense
Group BenefitsLife Insurance
Short & Long Term DisabilityNYS Statutory Disability
Health InsuranceDental/Vision Insurance
Flexible Benefit Plans (IRC Sect 125)Private Benefits Exchange
Qualified Retirement PlansPension
Profit Sharing Plans401(k)
SIMPLE IRA
Executive/Key Person SolutionsSupplemental Executive Benefit Plans
Deferred CompensationSplit Dollar Insurance Bonus 162 Plans
Key-Person Coverage
Norwich Office6403 County Road 32Norwich, NY 13815Phone: (607) 334-1804Fax: (607) 334-2461
Syracuse Office308 Maltbie Street, Suite 101Syracuse, NY 13204Phone: (315) 463-8587Fax: (315) 463-8219
As we look at our business, as well as the individuals and businesses we partner with, we find we share a common thread that can be summed up by the following:
“At the end of life, what really matters is not what we bought but what we built; not what we have but what we shared; not our competence but our character; and not our success, but our significance. Live a life that matters.”
We look forward to helping you Guide, Plan, Protect and Grow.
With You in Mind
OUR PRODUCTS
OUR SERVICES
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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Legacy Wealth Advisors of NY is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office: 400 Meridian Centre, Suite 101, Rochester, NY 14618, 585.241.5200. Some Health insurance products offered by unaffiliated insurers. Estate Planning services are provided working
in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
