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Our Process

The professionals at New Legacy Financial believe in a needs based approach to help you develop your financial strategies.

Let us help answer your financial questions and develop a plan that’s focused on helping you work toward your goals.

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01

Discovery
Process

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04

Execute Financial Strategy

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02

Develop Financial Strategy

Discussing the Numbers
05

Follow Up
Meeting

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03

Financial Strategy Meeting

Data on a Touch Pad
06

On-Going
Reviews

Contact us for a no-obligation, complimentary financial review!

1099 W Governor Rd. • Hummelstown, PA 17036

Phone: (717) 707-7750  |  Email: connect@newlegacyfinancial.org

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and New Legacy Financial, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

© 2024 New Legacy Financial. All Rights Reserved.

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