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Asset Allocation

Understanding Your Financial Picture. Having an appropriate asset allocation is a crucial step towards securing your financial future. At Legacy Finance, we understand that each individual's financial situation is unique. That is why we're committed to helping you gain a deep understanding of your financial picture.

Our Process

Do you have a budget for retirement?

Our History

Do you understand your investment risk?

Our Values

Are your investment research tools reliable?

Achieve Financial Clarity

 We recognize that one size does not fit all when it comes to financial planning.

Portfolio Diversification

Portfolio Diversification

Each individual asset you own is part of your overall portfolio and work together to create a cohesive financial plan. It is important to have a diversified portfolio, especially as you get closer to retirement, to make sure your risk aligns with your return objectives, and we can help you establish an appropriate balance.

Risk Alignment

Risk Alignment

A risk assessment allows us to quantify the amount of risk that is suitable for your portfolio. We help to make sure that each part of your portfolio is aligned with the risk assessment. Required annual meetings also allow for the opportunity to regularly reassess your risk profile.

Market Research

Market Research

A securities licensed investment advisor has access to research that is not necessarily accessible to the general public. These tools along with the rigorous training like the CFA curriculum assist in creating the appropriate asset allocation for each of our clients.