Financial Planning

At Legatus, we believe that financial planning goes far beyond needs and wants, as these most often change.  Building a stable and lasting foundation first, enables you to focus on exploring your financial potential.

If your expectations of a financial plan go beyond your 401k, term insurance, asset allocation, and simple wills, and are looking for a fresh and objective perspective followed by an innovative approach to your specific situation, please, let’s have a conversation on how we may design a plan for you.

 

 

Joseph Yagar is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. Securities and Investment Advisory Services are offered Solely by Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400. Legatus Group, LLC is independent of Equity Services, Inc.

 

 

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Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.
Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX. Joseph Yagar is insurance licensed in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX,VA. Check the background of this investment professional on FINRA’s BrokerCheck.

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