We’ve Made it Easy and Convenient to Access the Financial Services You Need to Plan for the Future
As you’re going through the estate planning process, you might discover that you have additional questions about the best way to face the future with confidence. To get the answers you need, we encourage you to meet with Brad Jerome, owner of Legacy Financial Group.
We’ve created this affiliate relationship because we view Brad as our valued partner for integrated financial advice and planning. Brad has been in the financial planning industry for over 20 years, and serves as Glenn’s personal financial advisor. He shares our “education first” philosophy and is committed to providing you with the information you need to make informed decisions about your financial future.
Signs You Should Consult a Financial Advisor
Financial services are personalized to meet individual needs, but here are some signs that you could benefit from arranging a meeting with Brad:
- You’ve had a sudden increase in income and find yourself in a higher tax bracket.
- You don’t know if you’re on track to reach your retirement goals.
- You want to expand your investments, but you’re afraid of making a mistake.
- You don’t have the time or desire to learn about different investment strategies.
- You think you’re paying too much in taxes.
- You’re not on the same page as your spouse with regard to your finances and want to seek input from an objective third party.
- You’re preparing for a major life change such as marriage, divorce, retirement, the birth or adoption of a child, or starting your own business.
Services Available
Financial services include:
- Cash Flow Analysis. Learn where your money is going. Determine your net worth.
- Portfolio Management: Manage your current investment portfolio. Monitor the profitability of specific investments. Revise your overall investment strategy.
- Investment Advice: Guidance on expanding your investment portfolio. Help investigating specific investment opportunities.
- Income Planning: Review current assets and anticipated expenses. Develop ways to make your money grow for retirement.
- Retirement Distribution Planning: IRA rollover from a company 401(k) or other retirement plan – Move your retirement funds into the right account to protect your savings, keep them growing, and avoid unnecessary taxes or penalties
Create a smart distribution strategy – Develop a plan for taking money from your IRA, 401(k), and other retirement accounts in a way that meets your needs now and in the future.
Minimize your tax impact – Use proven strategies to keep more of your money working for you, instead of paying more than you have to in taxes.
- Providing for a blended family. Modern families have complex needs, but we’re here to ensure that all of your loved ones have the financial resources they deserve.
- Tax planning. Learn if you’re paying too much in taxes or get help resolving a current tax issue.
- Education savings planning. If you would like to contribute to a child or grandchild’s college education expenses, we can discuss options for education funding and provide assistance setting up a 529 plan.
- Legacy or charitable planning. We can provide help preparing your beneficiaries to manage your assets and assist with making any desired charitable contributions to the non-profit organizations of your choice.
- Succession planning. If you own a farm or family business, we can discuss how to transfer ownership to the next generation—including ways to fairly compensate family members who haven’t provided any “sweat equity.”
Request Your Free Strategy Session
If you would like to start a discussion about your financial future, you can call 517-301-3070 or complete our contact form to set up a strategy session with Brad Jerome. Meetings take place in our Howell office.
There’s no cost or obligation associated with the initial strategy session. Think of it as an opportunity to discuss your goals with a top-notch financial advisor to see where your path might lead.