119 W Virginia Street
Financial Services. For You.
As your needs change, so may the help you require.
Whether you are planning for retirement, saving for college, searching for solutions to protect your family's financial well being, or adjusting to the sudden loss of a loved one—Legacy Planning Group is here to help.
It all starts with a conversation.
Get financial planning tailored around your goals and needs, like saving for retirement, generating investment income, or sending a child to college.
With access to a broad range of investment choices, we'll help you find products that align with your needs.
Establish your wishes, now and for tomorrow, with a plan that protects what matters most to you: your family, yourself, and your finances.
Protect yourself and your family against the unexpected. We'll help you seek out the life, disability, and long-term care insurance policies that fit your needs.
As a Small Business Owner, we can help secure you and your employees' financial future by implementing a retirement plan that is cost effective and employees will appreciate.