Long Term Care
Legacy Estate Partners Difference
Joe and Derek have developed a “one-stop shop” for their clientele with an extensive local and national network of retirement and estate planning professionals. As a boutique firm, they offer their clients a personalized approach, but with comprehensive solutions more often associated with larger firms, a true win-win relationship.
Joe and Derek value that relationship first and foremost, which is why they give every client their personal cell phone numbers and encourage their clients to call them with any questions, regardless of when or why! When difficult decisions need to be made, LEP clients know they can get in touch with someone and have a team that is there to help them make those crucial decisions for themselves and their families.
The drive to help people, do right by others, and contribute positively to people’s retirement prospects are what give Joe and Derek real satisfaction in their work, and these are the same values that drive their business practice every day. When you work with Joe and Derek, you have an advisor, but more importantly, a friend for life.