Legacy Wealth Partners

Add to Favorites

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

Be the first to review!

CLOSED NOW

Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

(225) 303-0362Visit WebsiteMap & Directions3636 S Sherwood Forest Blvd # 660Baton Rouge, LA 70816 Write a Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Baton Rouge with Investment Management

Denham Springs (12 miles)

More Info

Neighborhood: Shenandoah
Other Link: http://legacywealthpartners.com
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Insurance, Investment Advisory Service

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (225) 303-0362

Address: 3636 S Sherwood Forest Blvd # 660, Baton Rouge, LA 70816

Website: http://legacywealthpartners.com

People Also Viewed

View similar Investment Management

Suggest an Edit

Legacy Wealth Partners

Tax Planning
Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.
Charitable Giving
Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.
Estate Taxes
Avoiding Probate
There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who can assist you with these issues.
Tax Deductions
Income Tax
Investing in or purchasing a tax-deferred vehicle means your money can compound for years, without paying current income taxes, potentially allowing it to earn at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.
Tax Deferral

Financial Planning
Raymond Panquerne is a financial planner with Legacy Wealth Partners, and has been in the financial services industry since 2004. Ray is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Wealth Strategist® designation. As a young teenager he witnessed his family lose everything due to poor financial decisions. This experience led him to pursue a career in financial planning to help others make wise financial decisions. As a financial planner, he helps clients with retirement planning, estate planning, risk management, investments, money management, and insurance needs. His passion is helping clients meet their lifelong personal and financial goals. Ray earned his bachelor's degree in business administration from Southeastern Louisiana University and a master's degree in financial consulting from Southern Methodist University. He is also a proud US Army veteran.
Retirement Planning
However, with fluctuations in the stock market, it is important to remember that more conservative retirement strategies typically have only a portion of assets invested in the stock market. Allocations can be set aside for more conservative investments and/or secured income contracts such as annuities. Annuities are long-term vehicles designed to generate supplemental income during retirement. They have minimum guarantees backed by the strength and claims-paying ability of the issuing insurance company. After all, the last thing you want to do is lose more ground during the next market correction.
Annuities
Because the market does not provide security, you may want your financial strategies to include some guaranteed income products. For example, annuities, which are insurance products with guarantees, can provide a source of supplemental income throughout your retirement.
Long Term Care
Considering that you could have to reduce your financial means before Medicaid will pay for long-term care and neither your employer group health insurance nor major medical insurance will cover long-term care, you may want to consider planning ahead for these potential expenses.
Asset Management
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
Asset Protection
Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect your money from declines due to market losses.

View All Services

Provided by