A Holistic Coaching & Investment Firm

How We Work

Our firm specializes in helping individuals develop sound retirement strategies and rational decisions in the presence of competing and difficult to deal with emotions. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on helping our clients manage their emotions and their decision making around money management, as well as other issues that are critical to your financial well being.

Behavioral Finance

Certainty of Uncertainty

Smart Money Philosophy

The Alignment Model

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term Care Insurance

Behavioral Finance Advice

Much of your financial success has to do with your behavior more than the investments you are selecting or any other factor. So focusing on your behavior will allow you to have a better chance to achieve your goals. Behavioral financial advice will help us understand your behavior and allow us to take steps to pursue your goals.

 

 

 

Investments

All our lives we’ve been told to “invest in the stock market” or “buy mutual funds” but what we’ve been taught isn’t necessarily in our best interest. If you’re ready for a different approach to investing, one that uses academic principles and proven strategies for portfolio growth, complete the contact form below and we’ll be in touch within 24 hours.

 

Financial Planning

When we think about financial planning, we often think about retirement. But there are a lot of adventures between now and retirement: college funds, family vacations, your dream home, or saving up for a business acquisition to name a few. The best athletes have coaches, and a financial coach will help you reach your dreams. Contact us to setup an initial meeting.

 

Insurance

Insurance is there in case life throws us a curveball. We can still stay in the game without destroying the wealth we’ve worked so hard to create. Find out what types of insurance are right for you and your family.

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Services

Keyboard and Mouse

Contact us for more information about our firm and the services we offer.

We welcome the opportunity to speak with you.

info@legacybuildergroup.com  |  866-664-6711

CALL

Office: 866-664-6711

 

MAIL

3540 Crain Highway, Suite 463

Bowie, MD 20716

LOCATION

(By appointment only)

700 Pennsylvania Ave, SE

Washington, DC 20003

CONNECT

info@legacybuildergroup.c.com

  

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Fee-based financial planning and investment advisory services are offered by CSP Financial Group, LLC a Registered Investment Advisor in the States of Arizona, California, Maryland, New York, Pennsylvania, Texas, Washington D.C., and West Virginia. CSP Financial Group, LLC also recommends Insurance products and services. Legacy Builder Group, LLC is not affiliated with CSP Financial Group, LLC insurance services.

© 2020 by Legacy Builder Group, LLC