Legacy Squared, LLC
263 Broadway
P.O. Box 2248
Milford, CT 06460
THE LEGACY² SYSTEM™
This is our unique and evolving process as applied in financial services.
Squaring is to multiply something (a number) by itself. Wealth can be increased incrementally or exponentially.
Squaring is exponential and our goal is to apply this method for the Creation, Accumulation, Preservation and Perpetuation of Wealth.
Most people think of their wealth in terms of financial assets. This is, of course, an extremely vital aspect of creating wealth. The process of planning to promote the exponential growth of one's "Legacy" does, however, require the inclusion of other, non financial aspects into the process.
Family traditions, stories, memoirs, pictures, faith and values are vital to the fabric of a person's legacy. Your personal possessions, especially those that are emotionally charged may mean the world to one beneficiary and very little to the next.
Your final instructions and wishes need to be spelled out. Who will carry them to fruition? Finally, your financial assets will need to be passed on to family and/or your favorite charity. Real estate is another issue and a family business can be the most difficult with which to deal.
Our comprehensive, global approach in this process ensures your peace of mind! Our unique ability is to conduct a discovery interview, design, explain and implement your plan so that you are at ease with every step of the process. This empowers you to take action with confidence!
About Us
Our Story is encompassed by our mission statement, which is to provide value for our clients through innovation and insight. In that process, we will employ The Legacy² System™.
It is designed so that our clients reap exponential benefits. If that is not possible, we do not expect your business. We endeavor to show up on time, do what we say, finish what we start, say please and thank you and provide extraordinary service.
Our Firm - Form and Substance
The math calculation expressed as X² is elegant in its simplicity. Even so, it is powerful. It produces exponential results.
Exponential value is the cornerstone of The Legacy² System™. It is reflected in our process, products, service, client communications and strategic alliances. Value is not in brick and mortar. There is no mahogany paneled board room, huge payroll, complicated and annoying phone system or maze of hallways to traverse from office to office. You call us and we respond. We are also very proactive.
We have structured strategic alliances with industry leaders in their respective fields. Each is unique in what they bring to the table. This ensures that we are always positioned to offer exceptional investments, insurance, information, advice and service.
Our alliance with Litman/Gregory as our Chief Investment Strategist and Research firm is one of three relationships upon which The Legacy² System™ is built. They conduct nationally recognized financial market research. They provide fund manager due diligence and asset class analysis. In addition, they extend access to our clients for use of their award winning model portfolio construction. Litman/Gregory has more than 40 employees on staff. They are an adjunct to our firm.
Charles Schwab & Co. Inc, (Schwab Institutional) is another alliance we have structured. They are our primary custodian for client accounts. They custody more than $1.6 trillion in client assets and insure client accounts up to $150 million. The remarkable strength, security, and support of Schwab Institutional for our firm represents only part of the value they create. Their client website is another facet of value added. Our clients have direct access to all of their account information everyday. This feature is a security blanket in this day and age.
These components breathe life into our Mission Statement and are part of our formula to create exponential value.
We look forward to your inquiry.
Please be aware that Legacy Squared, LLC has a portfolio minimum of $250,000 to accept inquiries through this directory.
