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Legacy Planning Group has over 50-years of combined experience in growing and preserving wealth. Our money management strategy is done by building a personalized financial strategy based on your individual needs and risk tolerance. We constantly monitor the market to ensure your plan remains up-to-date and within your risk level. Our personalized service and expertise will result in a plan that helps you increase your financial confidence.

At Legacy Planning Group, we specialize in helping our clients in the following areas: 

  • RETIREMENT PLANNING | Creating and implementing an income plan for retirees.
  • ESTATE PLANNING | Helping our clients plan the transition of their assets to loved ones. We are particularly skilled at “special situations” involving second marriages and making sure that children who are not mentally or emotionally ready for a large inheritance are protected from themselves and others.
  • WORKPLACE PLANS | Helping small to midsize companies implement 401k’s that are cost effective and that employees will appreciate.
  • FINANCIAL PLANNING | Creating and implementing financial plans for families in their 30’s and 40’s with college, retirement and family protection planning.
  • INSURANCE PLANNING | We have over 30-years combined experience in life insurance. We can help clients who are concerned about the quality, the need or the effectiveness of their current policies restructure their plan. We help make yesterdays policy fit today’s needs.

FINANCIAL PLANNING

  • Retirement Plan
  • Tax Strategies
  • 401k Plans
  • 403b Plans
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchase Plans
  • Profit Sharing Plans

INVESTMENTS

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

INSURANCE

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance