Legacy Wealth Strategies Supports LGBT Community
Raleigh-based Legacy Wealth Strategies (www.legacyws.com), announces the firm’s commitment to assisting LGBT families in securing their financial future. Firm partner Jack Hoile recently attended the AXA Equitable Annual Educational Summit for Financial Planning for the LGBT community held in New York City. The two-day summit brought together financial professionals from across the country to discuss investment, insurance, tax and estate planning strategies for LGBT households and other non-related, non-married family structures.
“Given the myriad of state and federal laws that often conflict with one another, LGBT families, as well as non-married, opposite-sex couples, face significant hurdles when making financial planning decisions,” says Jack Hoile. “The lack of federally recogonized married status affects all aspects of a family’s financial security. This includes property ownership, child rearing and custody, military deployment, hospital visitation and survivorship rights in the event of death.”
“There are very few financial professionals who are educated in the financial landscape as it pertains to the LGBT community,” adds Hoile. “Even more rare is having training and support by one of the 20-largest companies (AXA Equitable, Forbes) in the world to assist clients as this landscape continue to evolve.”
Jack Hoile is a partner at Legacy Wealth Strategies, and financial professional - district manager with AXA Advisors in Raleigh. He has 12 years of industry experience and holds a Certificate in Retirement Planning from Wharton. During his tenure, Hoile has earned numerous accolades, including AXA Advisors’ Centurion, Circle of Excellence and Hallmark I awards.
Legacy Wealth Strategies and the AXA Advisors Raleigh branch are located at 3201 Beechleaf Court, Suite 450, Raleigh, NC 27604. For more information www.legacyws.com or call 919.341.1639.
About Legacy Wealth Strategies:
Legacy Wealth Strategies focuses on financial planning and wealth management strategies, business succession planning and risk management services. Formed in 2004, the firm provides forward-thinking and cost-effective financial strategies to its clients, helping them toward reaching their financial goals and achieving financial independence. Associates of Legacy Wealth Strategies offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
Legacy Wealth Strategies and the AXA Advisors Raleigh office are located at 3201 Beechleaf Court, Suite 450, Raleigh, NC 27604. Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products. Visit www.legacyws.com or call 919.341.1639 for more information. Legacy Wealth Strategies, AXA Advisors and AXA Network do not offer tax or legal advice. Customers should consult with their professional tax and legal advisors regarding their particular circumstances.
About AXA Equitable
In business since 1859, AXA Equitable Life Insurance Company is a leading financial protection company and one of the nation’s premier providers of life insurance and annuities as well as financial strategies, and investment products and services through its affiliate, AXA Advisors, LLC. The company’s products and services are distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC.
AXA Equitable, a subsidiary of AXA Financial Inc., is part of the global AXA Group, a worldwide leader in financial protection strategies and wealth management. “AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies together with its direct and indirect consolidated subsidiaries. While a part of the AXA Group, AXA Equitable is solely responsible for its annuity and life insurance obligations. For more information, visit www.axa-equitable.com.
Securities products are offered through AXA Advisors, LLC, NY, NY, member FINRA, SIPC, 10104 (212) 314-4600. Insurance and annuity products are available through an affiliate, AXA Network, LLC and its subsidiaries. Legacy Wealth Strategies is not a Registered Investment Advisor, and is not owned or operated by AXA Advisors or AXA Network.