Services

At Legacy Wealth Partners, we believe that informed clients make empowered decisions.

At Legacy Wealth Partners, we understand that retirement is not a one-size-fits-all destination.

At Legacy Wealth Partners, based in the USA, we understand that life insurance is not just about a policy; it is about the promises you keep to your loved ones.

At Legacy Wealth Partners, we recognize that funding a college education is one of the most significant financial goals a family can undertake.

At Legacy Wealth Partners, we understand that your business is more than an asset; it is your life's work and a primary engine for building wealth.

At Legacy Wealth Partners, we view your wealth not as isolated accounts, but as a dynamic, integrated portfolio designed to work in concert toward your life goals.

At Mehta Financial, our tax strategies services are designed to help individuals, families, and business owners across the USA manage tax responsibilities more efficiently while staying aligned with their broader financial goals.