This means being completely independent from any corporate structure, product companies, quotas, or an environment that pushes you to sell certain products or services. Cilient-centric advice, freedom of choice, flexibility of business practices and building trust and long term relationships, are all very important to us, and most importantly, to you!

If you don't own your business, you're at a severe disadvantage. Whether it's the Big Banks, or large corporate firms, having full ownership of your business is not something you would be accustom to. This means, if you left that company, everything you built stays behind. With Legacy Wealth Advisors, you have full ownership of your business from day 1, so no matter what your future holds, you'll be assured that your business is yours!

This goes without saying, but having a strong compensation structure is definitely important. If you are doing the work, you should keep most of the dollars in your pocket. We have a very robust compensation structure that allows you to benefit by keeping a significant portion of the compensation for yourself. This includes for investments, insurance, referrals and even Financial Planning Fees (where you keep it all!!)

Legacy Wealth Advisors prides itself on being at the forefront of technology and implementation. We're always open to integrating something that will help not only our clients, but our Professionals as well! Whether it's Financial Planning Software, Robo Advisors, CRMs, Portfolio Management and Reporting Tools, we allow our Professionals to use what is right for them and their business. If there's something we don't use, we're always open to bringing it in, as long as there's a benefit!

Planning is great, but at some point, there needs to be implementation. That's why we have an abundance of products and services available at our fingertips that can provide you with the tools necessary to do what's right and what's best for your clients. Being completely independent means we're able to be nimble and bring on products that many other companies don't have, such as REITs, MICs, Real Estate Development and Private Equity. Having more offerings allows you to fill in the gaps for clients, as well as be more competitive versus other Advisors or Planners.

Having a strong support system is extremely critical to your success. We don't just throw you to the sharks and make you fend for yourself, like many companies do. We have a robust training program, whether it be as a team or, if you prefer, one-on-one. This extends to not just product training, but also training on financial strategies and concepts, and also business planning. But even beyond the internal support, we connect our team with external support as well - whether it be with Tax Specialists, Lawyers, Mortgage Agents, Realtors or the like - who will keep you informed every step of the way, so you can be sure your client's Financial Plan is on track.

Having a professional network is key in Financial Planning. Since you will often be in situations where what the client needs is outside of your scope, it's necessary to bring other professionals in to fill the gap. We have a strong network of Tax Specialists, Lawyers, Mortgage Agents, Realtors and even Estate Specialists, that you can use at your will. This will help to strengthen your relationship with your clients, as well as ensure your clients Plan is on track. Your clients will benefit as well, as the services will be offered to your clients at reduced costs!