We saw a niche opportunity in the financial services industry and filled it. Unlike traditional or conventional financial, insurance or estate planning firms that serve a broad clientele, our focus is and has been exclusively on serving the needs and opportunities unique to the successes of high net worth clients.
In addition to our business development, we have served communities throughout the US by providing educational initiatives for professionals and endowment building through sophisticated insurance and estate planning for leading non-profits. LEGACY pcs is a private company with its roots dating back nearly five decades and across multiple generations. Many of the issues our private clients face are issues that we intimately understand on a personal level, including business succession, wealth transfer planning and private philanthropy.
Because we are privately owned, our perspective is our own and dedicated to our client's best interests. Accordingly, our vision was to remain true to core competencies of life insurance and estate planning, while seeking to affiliate with leading independent firms to provide complementary services and products to our clients. Just as wealthy clients are selective regarding whom they choose to work with, we also carefully evaluate who we take on as private clients.
We control annual growth by seeking a limited number of new quality relationships β our goal is to focus on quality rather than quantity. Only after our preliminary impact report quantifies the potential enhancement as significant do we seek to move forward with a new relationship. Todd S. No insurance business may be conducted outside these states referenced. No offers may be made or accepted from any resident outside the specific states referenced.
As such, these services are strictly intended for individuals residing in the specific states referenced. Nautilus services are only offered through Member Agents. For additional information, visit Customer Relationship Summary. Check the background of this investment professional. We have the answers It all starts with you We're here to help New York Life is dedicated to serving professional advisors. Our Advantages. Client Orientation We saw a niche opportunity in the financial services industry and filled it.
