You’re Not Bad With Money. You’re Missing the System to Simplify It.
Watch the short video below. If you earn a good living but your money is scattered across accounts nobody is coordinating, this explains why that happens, and what finally fixes it.
Joshua Scannell is the founder and financial planner behind Legacy Growth Wealth Management. He moved from engineering into finance to fix the problem money caused in his own family, then built the Focused Future System after watching the industry sell products and gather assets instead of doing the planning work people actually needed. He works fee-only, with zero commissions and nothing to sell, so he is paid for the planning itself, not for what he can put you into. The Focused Future System is the financial infrastructure he wished existed for high-earning professionals who are excellent at everything except the part no one ever taught them.
Future Path Financial is a DBA of Legacy Growth Wealth Management, a registered investment adviser.
Registration does not imply any level of skill or training. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. The wrap fee of 0.80% per year covers investment management, financial planning, trading costs, and platform fees for clients enrolled in the Focused Future System. The standard advisory fee schedule is 0.95% per year on the first $1,000,000 and 0.85% per year on amounts above $1,000,000.
All fees are described in Legacy Growth Wealth Management’s Form ADV Part 2, available upon request.
Scattered Success Syndrome cost figures referenced in our video are estimated illustrative ranges based on modeled tax inefficiency, fee drag, and missed optimization for high-income households. Not a guarantee of savings or results. Individual results vary.
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It is the sole responsibility of Future Path Financial is a DBA of Legacy Growth Wealth Management, LLC..