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Wealth Management

We are available throughout the year to manage critical financial aspects of your life. You can depend upon us to solve your unique personal financial uncertainties.

Wealth Management

As a private practice dentist, the quality treatment you provide patients, produces income for the financial security of you and your loved ones. If you’re like most practitioners, your business life and personal life are practically inseparable. That’s why it’s important for your personal financial planning to take into account the unique considerations of owning and operating a practice. You personal financial planning must address questions that keep you up at night, such as

  • "When I sell my practice, will I have enough money during retirement?"
  • "How can I simultaneously accumulate funds for my kids’ college and my retirement?"
  • "How do I protect the wealth I have spent a lifetime building?"

Our Private Wealth Management service offers solutions to these types of financial concerns that you can trust. We are available throughout the year to manage critical financial aspects of your life. You can depend upon us to solve your unique personal financial uncertainties.

Our firm has an unparalleled combination of extensive tax expertise and comprehensive knowledge of financial planning, who together with the client’s legal counsel, tax advisors, investment advisors, insurance agents, and other outside professionals connect all aspects of your financial affairs. Maybe you're acquiring a practice, purchasing a vacation home, facing a lawsuit, or providing for loved ones. Private Wealth Management is uniquely designed to follow a disciplined process that helps you see the big picture. This takes the guesswork out of managing wealth and helps you understand the implications of each financial decision you make.

Clients that trust Legacy Planning Solutions of Chesapeake, Virginia with the management of their private wealth receive a truly different experience. We adhere to the principles of the Certified Financial Planning Board Fiduciary Standard and are ethically bound to act in the best interest of our clients. Our firm tailors advice that a private practice dentist needs to clearly understand their opportunities and risk. The Private Wealth Management Solutions enables us to help you stay on the path to realize your personal dreams while attaining peace of mind.

As your trusted adviser, we consider all areas of your finances to help you address a variety of financial needs and stay compliant with all tax laws.

 

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