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<font face="Verdana, Arial, Helvetica, sans-serif"><u><b><font color="#666600"><span class="unnamed1">How
Do I know if Legacy is Right for Me? </span></font></b></u></font>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif">We realize
our services may not suit everyone's needs, but they just might suit yours.
If the following points are important to you in choosing a financial advisor,
then LWM is probably the right partner to help you nurture your nest egg.</font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">1)</font><font face="Verdana, Arial, Helvetica, sans-serif">
An advisor who provides totally objective financial counsel. </font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">2)
</font><font face="Verdana, Arial, Helvetica, sans-serif">A firm that advises
me on my overall financial situation, such as, educational expenses, retirement
planning, tax planning, estate planning, investment management, and stock option
strategies. </font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">3)</font><font face="Verdana, Arial, Helvetica, sans-serif">
Working with a fee-only firm; no products sold or commissions earned. </font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">4)</font><font face="Verdana, Arial, Helvetica, sans-serif">
A firm that is willing to work closely with my CPA, Estate Planning Attorney,
and/or my Insurance Agent.</font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">5)</font><font face="Verdana, Arial, Helvetica, sans-serif">
A firm that is not afraid to tell me what I need to hear, not just what I want
to hear.</font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">6)</font><font face="Verdana, Arial, Helvetica, sans-serif">
Open communication about my account: what funds I own, why I own them, the allocation
of my assets, etc. </font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">7)</font><font face="Verdana, Arial, Helvetica, sans-serif">
A firm that is willing to work with clients who live outside the Memphis area.</font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">8)</font><font face="Verdana, Arial, Helvetica, sans-serif">
The ability to set up my own account in which I can may trade individual stocks.
</font></p>
<p class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" color="#666600">9)</font><font face="Verdana, Arial, Helvetica, sans-serif">
A firm that can help me with the following questions:</font></p>
<ul>
<li class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"> <font size="2">How
much will I need to retire?</font></font></li>
<li class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" size="2">Will
I have enough to maintain my current standard of living?</font></li>
<li class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" size="2">Where
should I invest my money to make it grow without too much risk for me?</font></li>
<li class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" size="2">Is
there a way to make sure my family manages their inheritance wisely?</font></li>
<li class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif" size="2">Can
I reduce the time I spend managing my wealth?</font></li>
<li class="unnamed1"><font face="Verdana, Arial, Helvetica, sans-serif"><font size="2">Can
I trust someone else to manage my money as carefully as I would?</font></font></li>
</ul>
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