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 CUSTOM, EASY-TO-FOLLOW PLANS 

At Legacy Planning Group, financial planning is at the heart of what we do. We know that you've worked hard for decades, saving your money so that you can meet your  retirement and financial goals. Let Legacy Planning Group help get you there. We put your money to work for you so that you can focus on planning for the amazing times ahead.

Helping you plan the transition of your assets to your loved ones.

ESTATE PLANNING

Helping small to midsize companies implement 401k’s that are cost effective and employees will appreciate.

WORKPLACE PLANS

Seeking out the life insurance and long-term care policies that fit your needs.

INSURANCE PLANNING

Creating strategies that are tailored to your needs and goals.

INVESTMENT MANAGEMENT