Legasure's Process

Legasure’s Process

We start our process by understanding your unique financial goals and aspirations. By knowing where you want to go, we can develop a bespoke plan tailored to your specific needs. As your life evolves, we’ll continuously adjust your plan to ensure it remains aligned with your new path and objectives.

We believe that a meticulous planning process is crucial for creating lasting financial security. A well-crafted plan not only provides financial stability throughout your life but also mitigates the impact of unforeseen events such as disability, critical illness, or other sudden losses of income.

Step 1: Introductory Meeting

Our process begins with an introductory meeting where we identify your goals, priorities, and any potential obstacles. We will also mutually establish expectations and determine if an ongoing partnership is the right fit for you.

Step 2: Exploration & Preliminary Planning

Following our initial meeting, we delve deeper into your personal and financial situation. Through detailed conversations about your goals, we start formulating a preliminary plan. The more open and transparent this phase is, the more comprehensive our plan will be.

Step 3: Detailed Planning and Implementation

With a solid foundation in place, we create an easy-to-follow roadmap to guide you towards your financial goals. This plan addresses the areas most important to you and outlines the steps needed to overcome potential obstacles. Our goal is to maximize returns through a robust, tax-efficient portfolio tailored to your specific needs.

Step 4: Ongoing Support & Advice

As life changes, so will your goals. When new priorities emerge, we are here to adapt your plan accordingly. Our ongoing support ensures that your wealth management and savings strategies transition seamlessly with you, providing continuous financial security and growth.

Let’s discuss how we can help protect your wealth and secure your legacy.

Schedule a call with our experts.

Schedule Call

Request an email from our experts.

VISIT OUR HEADQUARTERS

Legasure LLC | 851 Broken Sound Parkway NW, Suite 280, Boca Raton FL 33487
Phone: (561) 367-5330 | Email: info@legasure.com

Nothing contained in this message is intended or written to be used, nor may it be relied upon or used, (1) by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended and/or (2) by any tax payer to file his or her federal income tax return and/or (3)by any person to support the promotion or marketing of or to recommend any Federal tax transaction(s) or matter(s) addressed in this message. Forward-looking Statements and Dated Information: Press releases, conference calls, SEC filings and other financial news and informational items posted on, or accessible from, this email are presented for historical purposes only. Each such item was released or published as of the date indicated on such items, which, in some cases, was substantially in the past, and reflected management views about the subject matter of the item as of that date. Certain matters discussed in these items, including any statements that are predictive in nature or concern future market or economic conditions, business or prospects, or our future plans of action or their expected results, are “forward-looking statements” made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based largely on expectations and beliefs, at the time they were made, concerning future events that are subject to substantial risks and uncertainties. Actual results often differ materially from those expressed or forecasted in forward-looking statements. We do not undertake any obligation to update any factual, historical or forward-looking statements on our emails, except as required by federal securities laws, and you need to read such items with that in mind. No offer or solicitation to buy or sell securities or securities derivative products of any kind, or any type of trading or investment advice, recommendation or strategy, is made, given or in any manner endorsed by Mutual Trust Co Of America Securities. Past performance, whether actual or indicated by simulated historical tests of strategies, is no guarantee of performance or future results.