Building Financial Legacies

At Legacy Solutions, our goal is to provide our clients with solutions to help meet goals to build their financial legacy through.

About Legacy Solutions

We aim to achieve our goal utilizing our expertise and knowledge obtain through years of working in the financial industry both locally and regionally to create financial solutions to meet our clients’ financial needs.

Financial Consutling

Provide profitability analysis and finance structuring for Projects and Real Estate Development or Acquisition.

Business Development

Assisting clients to identify business weaknesses and actualizing growth opportunities.

Financial Modeling

Cash flow analysis and projections as well as financial modeling to outline minimum Rate of Return.

Keys to Success

Expertise & Relationships

The expertise of the consultants at Legacy Solutions enable us to provide strong and reliable services to ensure we are able to meet our clients’ financial goals.

At Legacy Solutions, we place heavy focus on building relationships with clients’ to ensure we are understanding their needs which is the first step in achieving them. Our team dedication to meeting our clients’ expectations is a corner stone to the company’s success.

Marketing

Target Market

Legacy Solutions target market includes both personal and corporate clients through the offering of the services outlined previously.

 

Marketing

Target Market

Legacy Solutions target market includes both personal and corporate clients through the offering of the services outlined previously.

 

Ownership

Lori Moncrieffe

Over 10-years Banking, Sales, Relationship Management and Credit Risk experience through her numerous roles held with one of the largest Banks in the Caribbean, CIBC First Caribbean International Bank.

Lori holds a Bachelor of Science in Finance from the University of Tampa (2009) and Master of Science in Finance and Accounting from the University of Wales (2015).

Ownership

Lori Moncrieffe

Over 10-years Banking, Sales, Relationship Management and Credit Risk experience through her numerous roles held with one of the largest Banks in the Caribbean, CIBC First Caribbean International Bank.

Lori holds a Bachelor of Science in Finance from the University of Tampa (2009) and Master of Science in Finance and Accounting from the University of Wales (2015).

Let's Start Building
Your Financial Legacy!

If you would like more information regarding our services, feel free to contact us via email, telephone or contact form.

Info.legacysolutions@gmail.com
1(345)925-9810