Legacy Financial and our trusted partner are here to help your business! Is your business falling short of its potential? You're not alone. Many entrepreneurs struggle with growth, profit, and freedom. We assess your existing framework, enhancing it for liability management, tax efficiency, and employee retention.
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2 customer reviews
Brett B
Legacy Financial (Gerard) earned 5 STARS. He turned our risky partnership into a secure LLC and optimized our taxes. We also have employee retention plans in place. I Highly recommend.
Reply from Legacy Financial, LLC
Thank you. It's always a pleasure to hear back from clients!
Tim
I worked with Gerard after my divorce to get my financial picture in focus. I was a mess. I had no direction, and every other advisor just wanted to sell me a product. Gerard took the time to understand my situation, create a plan and implement. I couldn't be happier that my future now has a clear defined path! More...
Reply from Legacy Financial, LLC
Thank you for the kind words. We love helping and working with our clients!
What do you love most about your job?
For me, it's all about the relationships. I love getting to know my clients, understanding their dreams, and being a trusted partner on their journey. It's incredibly fulfilling to empower them with the knowledge and insights they need to make informed choices. I love seeing them grow and thrive, knowing that I played a part in their success.
What inspired you to start your own business?
I love working with people. I educate them on what I do and how I can help them. Most of my clients are pretty friendly and I can learn from them also!
Why should our clients choose you?
Choosing a financial business advisor isn't just about getting someone to crunch numbers. It's about finding a partner who's invested in your success. I don't just react to your financial situation; I anticipate it. I proactively analyze your data, identify potential opportunities and risks, and provide actionable strategies to maximize your profitability and growth. I'm not here to just tell you what happened; I'm here to help you shape what will happen. You'll get more than just reports; you'll get a strategic roadmap tailored to your unique business goals
Can you provide your services online or remotely? If so, please add details.
I can provide local services or remotely. These days it's very convenient to get on a Zoom call.
What changes have you made to keep your customers safe from Covid-19?
Not really an issue anymore - however they can always tell me if they have a concern and we can make sure they feel comfortable if we are meeting in person.
Reduce Taxes
93% of business owners are paying more taxes than they should!
Employee Retention
Can you leave your business for 1 day? 1 week? 1 month? and run smoothly? Do you have systems in place to keep your "key" employees happy? We can help you retain those key employees that are essential to your business.
Entity Type
What type of business do you own? Are you a Sole Proprietor, a Partnership, a C Corp, an S Corp, an LLC? Having the correct partnership can not only protect you but also make a different in the amount of taxes you pay.
Business Succession Plan
Are you prepared? What IF one of the 5 "D's" happen? Is your business prepared?
Death
Disability
Dementia
Divorce
Dissolution
Maximizing Owner Benefits
Are you taking advantage of the IRS tax codes and saving money for your retirement?
Buy / Sell Agreements
A business buy-sell agreement is a legally binding contract between the owners of a business. It establishes what will happen if an owner wants to, or has to, leave the business to ensure business continuity. Essentially, it's a prearranged plan for how ownership will change in specific circumstances.
