Legacy Financial Partners

Helping Business Owners Plan for the Future They Earned

We offer a range of solutions for business owners, including retirement planning, access to lending services through Wells Fargo affiliates, investment strategies, and succession and exit planning.

Retirement planning

We understand the needs of individuals, business owners, and corporations. We’re experienced and capable of helping establish and maintain effective retirement plans for business owners as well as their employees. Our process includes:

Helping evaluate the best retirement plan for your needs: SEP-IRAs, pension and profit-sharing plans, 401(k) and 403(b) plans, and money-purchase and defined-benefit plans
Helping identify an appropriate investment strategy based on your unique needs and circumstances
Evaluating your plan to help make sure that the components are performing optimally
Assisting your benefits staff in complying with all ERISA fiduciary responsibility requirements
Providing education for plan participants to help them make sound decisions


Succession planning 

  •  Selling a business: We help clients evaluate the many options to consider in both the sale of a business and how to generate income after the sale
  •  Transferring the business to a family member: We educate on a variety of succession planning strategies clients can use to transfer a business to a family member 


Lending

Access to lending services are available through our Wells Fargo affiliates.
Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker(license number MB2234) in Massachusetts.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.