LegacyTexas Wealth

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LegacyTexas Wealth › Financial Advisory Services › Private Wealth Management › Insurance Risk Planning

Private Wealth Management

Investment Management | Retirement Planning | Estate Planning | Insurance Risk Planning

Risk Assessment and Insurance.

Cowboy Riding at Sunset Life insurance may protect the loss of income, and health insurance may reduce the cost of health care, but what about the myriad of other risks that could deplete your wealth?

Your circumstances may be characterized by risk exposure that could significantly impact your wealth or the legacy you intend to leave your heirs. Risk comes in many forms: Legal, Health, Disability, Mortality, Taxation, Theft, Natural Catastrophe, etc. As we get to know you, we explore areas of risk to which you may be exposed and make recommendations on ways to address the exposure.

We put our insurance resources to work for you to expedite results.

Once we have completed your risk assessment and recommendations, we can assist you in implementing those recommendations, calling on our available resources and access to third-party insurance providers. Whether your need is for term life insurance, health insurance coverage or property and casualty insurance protection, we have a team of specialists that we can call on to put a policy in place for you.

Wealth Advisors

972.461.1525 - Office

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LegacyTexas Wealth Advisors, LLC ("LTWA") is a Securities Exchange Commission (SEC) registered investment adviser located in Plano, TX. LTWA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers. The publication of LTWA's web site on the Internet should not be construed by any consumer and/or prospective client as LTWA's solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from LTWA. Any subsequent, direct communication by LTWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LTWA, please contact the United States Securities and Exchange Commission on their web site at http://www.adviserinfo.sec.gov/. A copy of LTWA's current written disclosure statement discussing LTWA's business operations, services, and fees is available from LTWA upon written request. LTWA does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LTWA's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.