Free Portfolio Risk Analysis
(980) 494-4417
(980) 494-4417
Legacy Wealth Management
  • About Us
  • Our Process
  • Services
  • Resources
  • Contact
Legacy Wealth Management
Menu

Understand Your Options

Informational content to aid you in making
decisions about insurance and retirement planning:

Click on the icons below to view and
download a PDF file of our resource documents:

Benefits of Working With an Advisor
View Document
5 Threats to a Secure Retirement
View Document
Client Information
workbook
View Document

Navigation

  • About
  • Contact
  • Our Process
  • Resources
  • Services
  • Social Security Webinar

Legacy Wealth Management

101 N Tryon 6th Floor
Charlotte NC 28246
(980) 494-4417
c.banks@thelegacywealthmanagement.com
LinkedIn
©LEGACY WEALTH MANAGEMENT   |   10926 DAVID TAYLOR DR. - SUITE 120, CHARLOTTE, NC 28262   |   (980) 494-4417   |   C.BANKS@IAMSWM.COM
Get Your FREE Portfolio Risks Analysis

Click here to get started
  • About Us
  • Our Process
  • Services
  • Resources
  • Contact