Legacy Wealth Management is a leading financial planning firm based in Dallas, TX, offering comprehensive wealth management services to clients. With a focus on unbiased advice and personalized solutions, Legacy helps individuals and families build and protect their wealth, allowing them to enjoy a life full of opportunities and achieve their important financial goals.
Specializing in assisting FedEx pilots, Legacy's team of experienced professionals goes beyond financial planning, providing expertise in estate law, tax, insurance, and investments. As a fiduciary fee-only firm, Legacy ensures that clients' financial plans are tailored to their specific needs and goals, free from any commission-based biases. With a high client retention rate, Legacy's friendly and knowledgeable team is dedicated to helping clients navigate their contracts and benefits, making them a trusted partner in wealth management.
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