Matthew Joines

Certified Financial Planner at Legacy Advisory Partners - Alpharetta, GA, US

Matthew Joines's Contact Details
HQ
512-697-6000
Location
Roswell, Georgia, United States
Company
Legacy Advisory Partners
Matthew Joines's Company Details
Legacy Advisory Partners logo, Legacy Advisory Partners contact details

Legacy Advisory Partners

Alpharetta, GA, US • 10 - 19 Employees
Financial Services

Helping companies build strong leadership teams and keep them.Our goal is to help leadership teams and business owners retain their key leaders, protect the value of the business, and achieve financial independence.Legacy is an Atlanta-based financial services firm that believes that the key to unleashing your company's full potential is the 3 Wins Framework.The starting point is the Shareholder Win: What does the business owner want to accomplish financially—and by when?Second, the Company Win: What does the company need to achieve to support the OWNER's financial goals?And, finally, the Key Leader Win: How can the company help key employees reach THEIR financial goals, which, in turn, will contribute to both the Company and Shareholder Wins?The idea here is that when you pursue the Shareholder, Company, and Key Leader Wins—all in concert—you'll see a level of collaboration in your business that becomes a force multiplier to achieve breakthrough performance. The Legacy team calls this dynamic the Collaboration Effect on Profits.We help you discover and deploy the financial strategies and tools you need to put the Collaboration Effect on Profits in motion in your business—and in your personal financial life.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Advisory Partners are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Investment Due Diligence Fiduciary Training Provider Benchmarking Analysis Attraction and Retention Strategies for Impact Employees Deferred Compensation Plan Designs Selection of Qualified/Non-Qualified Providers Supplemental Executive Life and Disability Qualified & Non-qualified Defined Contribution Defined Benefit Executive Benefit & Wealth Management DC & DB Advisory Services Small Business Growth Strategies Executive Team Reward Plans Owner Financial Independence Qualified & Non-qualified Executive Benefit & Wealth Management DC & DB Advisory Services Leadership Management Consulting Leadership Consulting Qualified & Non-qualified Executive Benefit & Wealth Management DC & DB Advisory Services
Details about Legacy Advisory Partners
Frequently Asked Questions about Matthew Joines
Matthew Joines currently works for Legacy Advisory Partners.
Matthew Joines's role at Legacy Advisory Partners is Certified Financial Planner.
Matthew Joines's email address is ***@legacyadvisorypartners.com. To view Matthew Joines's full email address, please signup to ConnectPlex.
Matthew Joines works in the Financial Services industry.
Matthew Joines's colleagues at Legacy Advisory Partners are Kimberly Due, Katie Harton, Russ Clemmer, Marc Walker, Matthew CFP, Steve Hooper and others.
Matthew Joines's phone number is 512-697-6000
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