November is a great time for year-end planning, and a simple way to start is by asking yourself a very simple question: Am I ready for 2025? This is very open ended...and it's intended to be that way. Also, take into account your initial emotional reaction to that question. If it wasn't so great, consider reaching out to Legacy Wealth Planning to talk about your financial plan for 2025!
Legacy Wealth Planning
Financial Services
Reno, Nevada 375 followers
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About us
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com
- Website
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http://lwpreno.com
External link for Legacy Wealth Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Reno, Nevada
- Type
- Partnership
- Founded
- 2006
- Specialties
- finance, retirement planning, 401k, financial advisor, financial planning, estate planning, investment management, and wealth preservation
Locations
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Primary
Get directions
10599 Double R Blvd
Reno, Nevada 89521, US
Employees at Legacy Wealth Planning
Updates
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With the help of LPL Research, the Weekly Market Commentary provides investors like you easy-to-understand analysis of what's going on in the markets. Read the newest commentary, here: https://lnkd.in/gYiCnFHM
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For this #MondayMoneyTalk , I wanted to share something that I'm seeing grow in popularity right now. If you don’t love it, don’t buy it. Our culture tosses around the word "love" for everything. "I love cheeseburgers" or "I love my car". So, next time you find yourself saying you love a product that catches your attention, ask yourself these questions: 1. Do I really love it, or just like it? If you don't absolutely love it, don't buy it. 2. Do I really need it? Some purchases can make your life easier, or become a necessity because the old one breaks. That's fine! But taking a moment to ask yourself if you really need it can help you realize the real reason behind your purchase.
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We pride ourselves on being a resource for our clients and the greater Reno community. If you're a business owner, professional, or just looking to meet more people, check out these networking events coming up in November! #networking #Reno #community
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Today, we're kicking off our annual food drive! This year, we are supporting the Food Bank of Northern Nevada. All donations can be dropped off at our office location, and the food drive will run from November 1 through December 12. For a list of what to bring, check out the list on their website! https://lnkd.in/gWSMG2wF
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Congratulations Elise Levy, MBA! Your dedication to your clients and commitment to elevating the communities you serve is exactly why you are a ⭐
Helping millennial women take charge of their financial future and own their path to financial freedom
I am honored to announce that I have been named an LPL Financial Rising Star ⭐ With over 23,000 financial advisors across all 50 states, and only 4,000 of those being female advisors, being recognized as one of the company's Rising Stars is incredibly meaningful to me. In just over a month, I’ll have the amazing opportunity to attend Achieve in Washington, D.C.—LPL’s Women’s Leadership Forum for top female advisors. I’m excited to connect with mentors and exchange ideas with incredible peers, all with the shared goal of elevating each other and growing together. Thank you, LPL Financial, for your commitment to supporting women in this industry and for empowering my journey! . . . #femalefinancialadvisor #womenandwealth #femaleinfinance #womenhelpingwomen #financeforwomen
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With the help of LPL Research, the Weekly Market Commentary provides investors like you easy-to-understand analysis of what's going on in the markets. Read the newest commentary, here: https://lnkd.in/gYiCnFHM
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Long-Term Care is an often overlooked piece of retirement planning. While most expect public programs to cover these expenses, majority of long-term care costs are out of pocket. Working with a financial advisor now can help you safeguard your retirement and ensure that these expenses are accounted for (and covered). See how we can help today, https://lnkd.in/g7zfCV_Y
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