Values are our motivation
At Legacy 360, we firmly believe that values in life are vital to providing WHY we do what we do and HOW we treat our friends and associates along the way.
Our values become the ‘why’ behind everything we do – it’s our motivation.
Foundational values all play a fundamental role at home, at work and in leaving a valuable legacy to our family and communities. Some of our values are: love people without conditions, the Golden Rule (treat others the way you want to be treated), planting and reaping (plant good/reap good), don’t do anything to ruin a good reputation, and the 4 cornerstone values; faith, family, friends and yes, finances.
As a key principle, we listen to you. We learn what you are looking to accomplish (and avoid). Whether you are looking to save for future goals, getting ready to retire, or want to leave a legacy, we are here to help you realistically evaluate and plan for your goals.
Should Ted or Ken and their team work together with you on your valuable retirement savings, you will be more than a client…you will become a member of the Legacy Family.
Ken and Ted began their financial investment career at an advisory firm in Plymouth Meeting PA. It was there that they worked alongside each other and noted that their foundations for life, values and doing business were uniquely similar – they quickly became friends.
In early 2017 Ted Started an Independent Financial Advisory firm “Legacy 360 Financial LLC”. Soon after that he looked Ken up as a potential partner. The timing was just right and Ken came on board as a partner on January 1, 2018.
Are you ready to talk about your financial future?
We can’t wait to help you set up your finances in a way that’s true to your values, while setting your family up for a successful financial future.
The first step is to schedule an appointment so we can understand the needs of your unique situation. Then we talk about a customized plan that feels right for your family.
Let our experience be your guide