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Strategic Legacy Advisors, Inc. - The Legacy Advisor Method

At Strategic Legacy Advisors Inc., rather than trying to make a product fit your financial strategies, we first assess your goals and expectations and then develop a plan that best meets these objectives. By following our legacy advisor method we are able to better understand you to devise your unique personal plan.

1. The Legacy Advisor Method - We explain who we are, how we work, what we do, and the tremendous value proposition we expect to bring to each relationship.

2. The Discovery of Values Process - We gather, share, and discover insights about your dreams and goals and assess your current situation to try to determine how to best help you.

3. The Legacy Advisor Strategy - As a result of our in-depth research and diagnostic planning, we meet to customize and refine our Family Legacy Coach Strategy.

4. The Unique Legacy Solution - We present a set of finalized Family Legacy Coach System recommendations.

5. The Legacy Network Approach - We work with other key advisors, professionals and family members to implement and communicate the plan to ensure completion and understanding.

6. My Unique Legacy Model - This is an evolutionary process that looks to the future where we carefully monitor the results.

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Has Anyone Shown You How to Exit Your Business?


Plan today for what your objectives will be when this time comes. 

Strategic Legacy Advisors, Inc. works to help you maximize your financial success today, but also helps you plan for the future to maximize your results for tomorrow


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875 S. 48th St.
Lincoln, NE 68510
Ph: (402) 434-2442
Fax: (402) 434-2450

2360 Pershing Road
Columbus, NE 68601
Ph: (402) 564-7197
Fax: (402) 564-1516
10831 Old Mill Road,
Suite 200b
Omaha, NE 68154
Ph: (402) 905-2896

These are the views of Forefield Inc., not the named Representative nor Broker/Dealer, and should not be construed as investment advice. Neither the named Representative nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. The publisher is not engaged in rendering legal, accounting or other professional services. If other expert assistance is needed, the reader is advised to engage the services of a competent professional. Please consult your Financial Professional for further information. Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Strategic Legacy Advisors Inc. is independent of QCC and QAM

 

 

 


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