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Expectations

Expectations

What should you expect of LCGC?

  • An organization that values the preservation of capital as the cornerstone of sound planning.
  • A well thought out plan for your finances aligned with your goals and objectives.
  • Regular communication before, during and after the plan is created and implemented.
  • On-demand access to information about your investments and insurance holdings.
  • Access to the principals of the firm during the planning process and throughout the course of your relationship with us.
  • Redundancy in the organization so that you are never far from your financial information.
  • A consistent philosophy throughout the organization that seeks to provide you with a sounding board upon which you can rely on for lucid, rational advice that does not vary with the whims of popular opinion.
  • Referrals to qualified professionals to implement those parts of your financial plan that are not directly effectuated by our organization.
  • A dedicated, responsive and well trained staff which works hard to exceed your expectations and an organization that is respectful of your time.
  • A professional, friendly setting in which to meet.

What do we expect of you?

  • That you devote the time needed to ensure we clearly understand your vision of an ideal future for you and your family.
  • We ask that you meet with us until we have crafted your financial plan into a working document suitable for implementation.
  • That you provide us with all of the necessary information for us to do a superb job for you in a timely manner.
  • That you are respectful of our time and resources.
  • That you pay us fairly for our services as agreed to in the financial planning agreement.

Disclosures and Notices

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC . Investment advisory products and services offered through Legacy Capital Group, an investment advisor registered with the SEC. Lion Street Financial and Legacy Capital Group are not affiliated. None of these entities provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact info@lcgca.com.

All opinions expressed in this article are for general informational purposes and constitute the judgment of the author(s) as of the date of the article. The material has been gathered from sources believed to be reliable, however Legacy Capital Group California, Inc. cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Advisory services are only offered to clients or prospective clients where Legacy Capital Group California, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Legacy Capital Group California, Inc. unless a client service agreement is in place.