119 W Virginia Street
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.
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.