The High-level and business plan is designed for those seeking advanced strategies in business transition or succession strategies, charitable giving, legacy planning, complex investments, complex real-estate investments, and high-net worth wealth management.

The High-Level and Business planning includes:

• Cash flow analysis
• On-call support is available as needed
• We recommend one to two meetings a year, sometimes more depending on your needs, to review changes, updates, market oulooks, new goals and progress towards current goals
• You will receive a comprehensive projection over your lifetime using our Personal Financial View software
• Investment asset allocation analysis
• Cash flow analysis
• Net worth statements
• Review of current and future insurance protection needs
• Retirement projections
• Retirement alternatives of timeline, cash flow, and/or expenses
• Social security strategies
• Pension review and strategies
• Student loan payoff strategy
• Special needs planning
• Physician planning
• Stock option analysis
• Bonus and or profit sharing review
• Risk tolerance analysis
• Tax Planning review and strategies
• Monte Carlo analysis
• Long-term care
• Generational planning - young professional plan for your children will be included
  • when your children turn 18, they'll have the oppertunity to work with our team and do a Young professional plan (see Young Professional plan) at no additional cost
• Business valuation*
• Business continuity plan
• Review of funding for operations and buy/sell agreements
• Charitable giving strategies
• Complex investment options and strategies
• Introductions and/or collaboration with:
  • Estate planning attorneys
  • Business Attorneys
  • CPAs
  • Real estate specialized CPAs
  • Health Insurance advisors
  • Home and Auto Insurance advisors
  • Other resources as needed

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate

*Legacy Wealth Advisors does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.