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LEGACY PLANNING GROUP

Our Mission and Commitment is to help you achieve lifelong financial independence and confidence you deserve. We strive 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 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