Carl Benedict
Legacy Wealth Concepts / Benedict Wealth Management / United Planners Financial Services
- Role
- Owner at Legacy Wealth Concepts
- Location
- Baton Rouge, LA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Owner
Oct 2020 — Present · Baton Rouge, LA, US
Securities offered through United Planners’ Financial Services Member FINRA and SIPC. Advisory Services offered through Benedict Wealth Management DBA Legacy Wealth Concepts. United Planners are not affiliated.
Skills
- Wealth Management
- Retirement Planning
- Iras
- Leadership
- Series 7
- Long-Term Care
- 401k
- Insurance
- Financial Planning
- Investment Advisory
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Estate Planning
- Asset Protection
- Asset Management
- Long Term Care
- Fixed Annuities
- Asset Managment
- Investments
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