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Financial Planning

FINANCIAL PLANNING

THE SOUP TO NUTS

What will retirement look like for you? Have kids and want to send them to college? Is your dream to travel the world one day? What about your emergency fund? You need a financial plan. At Legacy Planning Group, our experienced advisors will help you see your total financial picture in a way that makes sense to you.

GETTING TO KNOW YOU

You have your own unique goals, time frame, and risk tolerance. Your plan should reflect that.

At Legacy Planning Group, we take the time to get to know you personally in order to design a plan that is right for you. We will ask about you, your family, your hopes and dreams. We will gather your financial information, and uphold our strict code of ethics - keeping your information completely confidential. By understanding your current financial situation, we will position you so that your entire portfolio works toward meeting your needs and goals.

PROTECTING YOUR ASSETS

Our team will work with you to build a customized financial plan designed to help build and preserve your assets. We specialize in creating understandable and easy-to-follow plans.

Unexpected life events and market fluctuations will occur. In order to safeguard your investments, we will regularly monitor your plan. We will consult with you to make adjustments as your life or market conditions change. In short, we do the work so you don't have to.

FINANCIAL & RETIREMENT PLANNING

At Legacy Planning Group, we specialize in creating and implementing an income plan for retirees, and financial plans for families in their 30’s and 40’s with college, retirement and family protection planning.