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Legacy Wealth Partners, Inc
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What To Expect

The process starts with evaluating where you are (Discovery), envisioning where you want to be (Dream), building a plan to get there (Design), and tracking results along the way (Destiny).

As your financial planner, we do not take a cookie cutter approach or limit our services or advice to any one area. We meet your needs where you are and build multi-generational relationships. We do not view financial planning as a rigid process, but rather fluid and ongoing. We shift and go back to the drawing board as your situation and goals change.

Discovery

Our process starts with data gathering and discovery to determine your current situation and outlook for the future. This involves detailed cash flow projections based on your inflows, outflows, assets and liabilities to determine a trajectory for your assets. What is your current income now? In the future? What do you own? What do you owe? What are your assets/business worth and how will they grow?

Dream

In conjunction with our discovery, we like to discuss your goals and aspirations. This can be exciting and fun, but sometimes involves broaching uncomfortable subjects. When and what does retirement look like? If you passed away, how will that affect your family and legacy? Are there concerns about how next generations will handle assets?

Design

Based on your financial facts and goals, we find the strengths and weaknesses in your plan to mitigate risk and take advantage of opportunities. Are your investments properly managed? Is your current budget sustainable in retirement? Do you need more life insurance? Do you have an exit plan for your business?

Destiny

By working with us we hope to attain all your goals and ultimately give you peace of mind. However, life changes and are here to plan for the bumps along the way and adapt your plan. Have you lost a source of income? Has someone passed away? Have your legacy goals changed?

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8020 SW Pfaffle Street Suite 100
Portland, OR 97223

Call: (503) 293-3774

For more information about NYLIFE Securities LLC and its investment professionals.

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Legacy Wealth Partners, Inc
  • Who We Are
  • How We Help
  • What To Expect
  • Client Login
  • Get In Touch
Disclosure

Nathan Engstrom, Jade Thelin, and Jared Tevis are agents of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Nathan Engstrom (CA Insurance License #0D37416).
Jade Thelin (CA Insurance License #0H98996).
Jared Tevis (CA Insurance License #0L77983).

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Nathan Engstrom, 8020 Sw Pfaffle St Ste 100, Portland, OR 97223, 503-293-3774.
Jade Thelin, 8020 Sw Pfaffle St Ste 100, Portland, OR 97223, 503-380-3426.
Jared Tevis, 8020 Sw Pfaffle St Ste 100, Portland, OR 97223, 503-992-6808.

Nathan Engstrom, Jade Thelin, and Jared Tevis are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Nathan Engstrom is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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