A true
ONE ON ONE EXPERIENCE
With many firms, your experience can be diluted by being shuffled from department to department. We stand by a process that allows us to give you true one-on-one, undivided attention; where Jesus can listen and actually hear your needs, hopes, and even worries. Because Legacy Avenue isn’t about departments, it’s about people.
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01
Engagement
Don’t worry, there’s no ring involved. In our initial step with you, we seek to understand your needs. That’s all. This is an opportunity for you to share your story while we listen. -
02
Collection
Goals. Objectives. Facts. Data. Here we collect everything you’ve shared into one cohesive view, ready to be analyzed and evaluated. -
03
Evaluation
Here’s where the magic happens. Once we have a complete 360 view of your story, we assess and develop a comprehensive, holistic plan that works toward your goals and objectives. -
04
Discussion
Time for us to meet again! Here we review what we reviewed (we promise it’s not that confusing) and present our initial plan and strategies for accomplishing your goals. -
05
Follow Through
Once we’re agreed on a plan, we’ll put it into play, but not without your help. While most firms offer options, they can fall short in holding clients accountable. That’s where we differ. We’re partners now.* -
06
Moving Forward
Being partners, we’ll continue to monitor your plan, make periodic updates and actively review everything that is happening with your assets, providing you with quarterly updates.
*Plan recommendations can be implemented with the advisor of your choosing. Implementation of may involve the purchase of specific products or services that involve commissions or fees outside of the financial planning fee.
Starting your financial journey doesn’t have to be scary or difficult. We’ll show you how.
If we can't, we know
SOMEONE WHO CAN
Part of Jesus’ expertise is in his ability to support clients in every area of finance. And that sometimes means finding the best person or resource for the job. While Jesus keeps it one-on-one, he knows when to bring in a specialist in a specific field. Here are just a few of our resources.
Advanced tech for a view of your complete financial picture.
For back office support and compliance.
Advanced tech for financial planning.
Advanced tech for portfolio analysis and risk tolerance.
Guiding you toward
THE LEGACY YOU WANT
Financial advisors can sometimes make you feel as though you need them. Big words, long documents and vast office spaces do a good job of making that seem like a reality. We remove the pressure, allowing you to feel safe, heard and equipped to make the financial decisions that work best for you and your goals.
“Legacy. What is a legacy? It’s planting seeds in a garden you never get to see.”
FinancialPLANNING
We’ll get you headed in the right direction by reviewing your finances and taking a holistic approach toward crystalizing your objectives.
BusinessPLANNING
You’ve built a great business. Now what? We’ll help you prepare for longevity with creative solutions and thoughtful planning.
RetirementPLANNING
Based on your lifestyle, we’ll help you determine how much you need to retire and how to sustain that lifestyle through custom planning.
InsuranceSOLUTIONS
We’ll help you protect what matters most with inventive life insurance, disability insurance and long-term care solutions designed to fit your needs.
InvestmentSTRATEGIES
A journey can take many paths. We’ll help manage your portfolio with your goals and risk tolerance in mind to navigate the road ahead.
WealthMANAGEMENT
Leave the legacy you want. We’ll help you manage your assets and prepare your financial future for the greatest impact long-term.
Tell us about your goals and learn about more of what we offer over coffee or Zoom.
