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Neenah, WI: Legacy Private Trust Company offers customized wealth management services. Financial planning starts with learning more about the client, especially their goals and aspirations, financial worries, and lifestyle expectations. The in-house certified financial planners use their knowledge and advanced planning software to build personalized plans with the information they gather. Because economic realities change, the team regularly meets to review the plan.
In addition, Legacy experts focus on the client’s investment time horizon, income and growth needs, assets, expenses, and cash flow. Financial plans capture the client’s ability and willingness to take risks regarding investments and their cash needs. The firm helps the client live a full yet financially conscious life by building a financial plan around these fundamentals.
While retirement is a significant life achievement, it can also be both the most frightening and the most thrilling decision one can make. Fortunately, Legacy Private Trust Company offers tailor-made plans, starting with calculating income. Measuring expenses and spending needs is also a key component in creating an investment strategy that can help clients reap the benefits of their life’s work while making retirement the positive experience it should be.
The experienced team helps the client answer questions such as how they can effectively replace earned income with investment cash flow, when to start taking social security benefits and how best to navigate medical insurance programs while considering changes in tax liabilities.
Legacy Private Trust Company also specializes in tax planning, assisting clients in reducing their tax liability risks. They also work with fiduciary professionals to minimize tax implications while ensuring clients achieve their financial goals – even in uncertain economic times.
Legacy Private Trust Company can act as agent for trustee, successor trustee, co-trustee, or sole trustee. The team performs all the duties of being a trustee, such as administration, investment of assets, preparing and filing tax returns, and keeping trust records. The team also ensures that the client’s legal trust documents are administered impartially and in a way that all their wishes are fulfilled (as desired).
In addition, the independent trust company provides fiduciary services for charitable trusts, revocable and irrevocable trusts, retirement accounts, generation-skipping trusts, life insurance trusts, and spousal lifetime access trusts, among others.
Potential clients interested in financial planning, investment management, retirement planning, or trust services can contact the team at 9209675020. The firm’s corporate headquarters are located at 2 Neenah Center, 5th Floor, Neenah, WI, 54956, US. Additional offices can be found in Madison, Wausau, and Oconomowoc. Visit the website to learn more about Legacy Private Trust Company.
Legacy Private Trust Company
2 Neenah Center, 5th Floor