As a client-centric wealth management advisor, I take a holistic approach to help you achieve your financial goals. I recognize and value your unique needs.
Happy Holidays from all of us at Legacy Wealth Advisory.
Wishing you a season filled with joy, togetherness, and a new year ahead full of growth and possibility.
Your future deserves a plan. 📝
Join us Dec 7 for CROSSROADS — a free community event on wills & estate planning featuring Sheldon James.
Register today: https://t.co/AbuDmcG2Ml
Here’s how it happens👇
➡️ You buy coverage years ago when income, mortgage, and family needs were smaller.
➡️ Inflation, debts, and lifestyle grow — but your coverage doesn’t.
➡️ Suddenly, your loved ones could be short $100,000 or more if something happened today.
I’m Damian Alexander, Financial Planner.
💡 Life Insurance is one of the key pillars of any financial plan.
It protects loved ones, safeguards your wealth & builds your legacy.
✨ Legacy planning starts here.
#LifeInsuranceAwarenessMonth#FinancialPlanning
@DavidPOLeary@Rick_Ferri Look humanity is done. We can go back to war veterans and try to determine who died in war or drugs or other causes. A LOT of war veterans were on drugs during and after war and not all had squeaky clean records. Tired of these narratives
@Rick_Ferri And debate whether each war veteran died of drugs or to a bomb or bullet. We will be debating for years. At the end of the day a man was killed by police on live video recording. If that is not horrific then humanity is done.
@Rick_Ferri I guess seeing a man die on camera once again by police once again means nothing to you. I see nothing has changed. We can honor and remember both tragedies without this type of view point. Are we now going to go through all the veterans that were high off drugs during wars and
Imagine a tool that builds wealth, protects your business, and never takes a day off.
That’s whole life.
🏆 Retirement options
💸 Tax efficiency
💼 Business continuity
#legacywealthadvisory#generationalwealth#LifeInsurance
Business owners: Whole life insurance isn’t just coverage—it’s a strategic asset.
Builds tax-advantaged cash value
Collateral for business loans
Funds buy-sell agreements
Legacy & estate planning tool
Think beyond protection—think power. #BusinessOwnerTips#wholelifeinsure
A Canadian Cancer Society report estimates a cancer patient will face almost $33,000 on average in out-of-pocket cancer-related costs in their lifetime, including loss of income https://t.co/WbaKxgtSNh
I’ve said it before and I’ll say it again. If you are a DIY investor then please make sure to also DIY your beneficiary elections for your registered accounts. This is sooo often missed because discount brokers do not require you to make the elections when you open your accounts.