TARGET YOUR GOALS WITH
VIRTUAL FINANCIAL PLANNING
The world has certainly changed , but the need for face-to-face financial advice hasn ’ t . They say that necessity is the mother of invention , and we believe that it is more important than ever to be informed about your investments .
We love meeting in person , but we now host many meetings using WEBEX ® technology that allows us to communicate real-time , face-to-face in a virtual setting , no matter where you live !
We offer families an opportunity for a free review of your current situation and see if you are on track to accomplish your goals . Our clients have diverse goals . Some are young families looking to start a savings program , while others are retired and simply looking for a safe return on their investments . We think it is important to offer help to anyone who is serious about their finances .
As a Registered Investment Advisor Representative , we serve in a fiduciary capacity and are a fee-for-advice practice . We simply believe that this is the best way to align our interest with yours .
If you are looking for a team that will speak with you in plain language and takes the time to understand your needs , let the team at Legacy Wealth Management offer a helping hand . lynchburglegacy . com
1971 English Tavern Road Lynchburg , VA 24501
434-266-1214
Securities and Advisory Services offered through Caitlin John Private Wealth Management , headquartered at 1024 E . Grand River Ave , Brighton , MI , 48116 . Legacy Wealth Management and Caitlin John Private Wealth Management Group are non-affiliated entities .