Working With Us

 

 

 

Resources

New York Life

The Nautilus Group

Eagle Strategies, LLC

Wealth Management Solutions Technology

Ash Brokerage*

 

 

Our Values-based Approach
Our approach begins by helping clients attain clarity by exploring their core values through critical questions and active listening. Client objectives are carefully articulated in a document and then verified by the client for accuracy; this document then serves as the benchmark for planning considerations designed to address potential inefficiencies and opportunities.

Preliminary Assessment
Prior to taking on a new client, we offer a complimentary preliminary assessment – an important yet brief process we developed to objectively assess the viability of a potential relationship.  Often serving as a second opinion, this tool broadly demonstrates and quantifies the potential enhancements we feel may be possible.  By determining the potential impact, we can confidentially address the specific services that may be appropriate.

Specific Services Offered

 

  

Neither LEGACYpcs nor Eagle Strategies LLC provides legal or tax advice.

*Ash Brokerage is a privately-owned family-operated insurance brokerage general agency.  Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities.  Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.