“Most of our clients are successful individuals and families nearing retirement or currently retired. They have very different needs than younger people looking to build wealth. We focus on the goal of preserving our client’s wealth and designing strategies to allow them to maintain their chosen standard of living through out retirement.”
r“Every client is different and we tailor financial and investment plans to their unique goals.” Erin’s vision of providing unbiased independent advice, a higher standard of service, and exceptional personal attention has been working. Despite the challenging financial markets, Legacy Financial has continued to grow over the last few years..
r“There are a lot of unhappy people out there. The financial crisis of the last four years has really motivated people to re-evaluate who they trust their life savings to. Far too many investors have been overpaying for underperforming financial advice and services.
rAlmost any financial advisor can look good when the investment markets are doing well. It’s the challenging times like the past few years that advisors prove their value.
r“Many investors and families have not received the advice and service they were expecting and they are turning to us”
r“Although the growth to our firm is great there is only so much time in the day. My team and I can only handle so many clients and maintain the high standard of personal service we want to provide. We have a limit on how many clients we will work with and we are only accepting a limited number of new clients.”
rDespite all the uncertainty in the economy, Erin believes that you can still succeed in meeting your financial goals Securities and Investment Advisory Services Offered Through LPL Financial. Member FINRA / SIPC.
rrErin W. Gay, AWMA, RFC, CFS
Legacy Financial
r888 Bestgate Road, Suite 205, Annapolis, MD 21401
(410) 897-9401
www.LegacyFinancialGroup.com
