NEW YORK LIFE INSURANCE COMPANY

Here at Legacy and Wealth Professionals, we're proud to be a firm that truly takes clients to the next level. Our team works hard every day to bring peace of mind to our clients, knowing that their financial affairs are organized and they've done the best they can for themselves and future generations. We operate like an outsourced CFO, looking at the business from every possible angle. We look at where the business is now, review documents and assess the situation, and then give suggestions for a proper business structure to achieve short and long-term goals. Our clients know what they want to retire with, but they don't know the right path to get there. We bring all the right professionals to the table so they can benefit from a collaborative approach. At the end of the day, our goal is to educate our clients and empower them to make informed decisions for their companies and families.

Also known as: Legacy & Wealth Professionals, LLC

Primary location: Fort Collins United States