Financial Education
At Legacy Wealth Partners, we believe that informed clients make empowered decisions.
Retirement Planning
At Legacy Wealth Partners, we understand that retirement is not a one-size-fits-all destination.
Life Insurance
At Legacy Wealth Partners, based in the USA, we understand that life insurance is not just about a policy; it is about the promises you keep to your loved ones.
College Planning
At Legacy Wealth Partners, we recognize that funding a college education is one of the most significant financial goals a family can undertake.
Business Mentorship
At Legacy Wealth Partners, we understand that your business is more than an asset; it is your life's work and a primary engine for building wealth.
Strategic Asset Planning
At Legacy Wealth Partners, we view your wealth not as isolated accounts, but as a dynamic, integrated portfolio designed to work in concert toward your life goals.
Tax Strategies
At Mehta Financial, our tax strategies services are designed to help individuals, families, and business owners across the USA manage tax responsibilities more efficiently while staying aligned with their broader financial goals.
