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Ongoing professional asset management services are available to clients who have completed Stage II, III, or IV of our Legacy Lifecycle and do not have the time or inclination to manage their own portfolio effectively.
As part of these services, you appoint Financial Legacy Builders, L.L.C. as an Investment Advisor to manage designated assets on a non-discretionary basis. Through frequent communication with your advisor, you will receive periodic assessments of your financial situation, updates to your financial plan, and recommendations regarding the investment of designated assets. Due to the non-discretionary nature of the services, you remain free at all times to accept or reject any recommendation by the advisor and will retain sole authority with regard to the implementation of the advice received. During this process, we will partner with you to inform and educate you on various financial matters so that you understand your investment options to fullest extent possible.
Read our firm's Form ADV Part II (Uniform Application for Investment Advisor Registration) for information regarding important disclosures.
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