About Legacy Financial Planning
"Don't wait until you're thirsty to start digging a well" -unknown
Dano W. LoPresti, CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®) & ACCREDITED INVESTMENT FIDUCIARY® (AIF®)
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We are an independent financial planning and investment firm that delivers peace of mind to entrepreneurs and their families. We work to protect and increase our clients' assets while providing for their comfortable retirement, their legacies and the retirement needs of their employees.
We know finding the right financial advisor can be difficult, knowing who to trust. It is our goal to build a long lasting relationship with those we work with. A foundation built on communication, trust and confidentiality; a relationship that you find to be comfortable and rewarding and one you would share with your family, friends and collegues.
A “fiduciary” is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interest of their clients, beneficiary or retirement plan participants. Yet, many fiduciaries are not even aware of their duties and responsibilities.
AIF® Designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.
Don’t risk going it alone AIF® Designees have the training necessary to ensure that an investment process is managed to an appropriate fiduciary standard of care
Be sure to check out the link "Great for IRAs and 401k Rollovers"
Thank you for visiting -Dano
What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?
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