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COMPREHENSIVE FINANCIAL PLANNING

THE LEGACY PLANNING GROUP DIFFERENCE

Our Mission and Commitment is to help you achieve lifelong financial independence and confidence you deserve. We want to help you create financial stability, security, and independence. It is our obligation and top priority to help you build your financial legacy.

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 PROCESS

We take a multi-step process with each client. From discovery to implementation, your financial well-being is our #1 priority.

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OUR SERVICES

  • FINANCIAL PLANNING

  • ESTATE PLANNING

  • RISK BASED ASSET MANAGEMENT

  • LIFE INSURANCE

  • IMPLEMENTING 401K PLANS

  • RETIREMENT PLANNING