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WELCOME TO LEGACY PLANNING GROUP

BUILDING & PRESERVING WEALTH

Our Mission and Commitment is to help you achieve lifelong financial independence and the peace of mind you deserve. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. At Legacy Planning Group, we will do everything in our power to keep you focused on where you want to go and advise you on how to get there.

OUR TEAM

Years of experience have prepared us to guide you through your life transitions. Enlisting our skilled professionals will result in a plan that helps to increase your financial confidence.

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OUR COMPANY

We are a Texas based, registered advisor committed to serving our clients in every aspect of their financial lives. Our business is built on a foundation of thoughtful client relationships.

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OUR RESOURCES

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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OUR SERVICES

  • FINANCIAL PLANNING

  • ESTATE PLANNING

  • RISK BASED ASSET MANAGEMENT

  • LIFE INSURANCE

  • IMPLEMENTING 401K PLANS

  • RETIREMENT PLANNING