Legacy Estate Planning Group

Our Mission

Our mission is to empower clients to achieve financial clarity and security through innovative financial strategies, fostering lasting relationships built on trust and personalized care. We specialize in guiding baby boomers, seniors, and retirees through the complexities of estate planning, retirement planning, and wealth management.

Who We Are

Legacy Estate Planning Group, Inc. is a team of experienced professionals with diverse backgrounds in estate planning, wealth management, and financial planning. We are driven by a genuine passion to help our clients make informed financial decisions and achieve their financial goals. As a comprehensive wealth management firm, we combine the knowledge of licensed attorneys, financial advisors, tax professionals, and insurance planners to offer holistic solutions tailored to each client.

Our Values

• Integrity: We act with transparency and honesty, prioritizing client interests above all else.
• Client-Centricity: We are dedicated to understanding your unique needs and goals, creating personalized plans with your input and empowering you every step of the way.
• Collaboration: We build strong relationships with our clients, working collaboratively to achieve your financial goals.
• Innovation: We stay updated on the latest financial trends and regulations to offer innovative solutions that meet your ever-changing needs.

What We Do

We offer a comprehensive range of services to address all aspects of your financial life, including:

Financial Solutions

• Comprehensive financial planning and analysis
• Retirement planning and investment strategies
• Tax planning and optimization
• Estate planning and wealth preservation

Estate Planning

• Will and trust creation
• Power of attorney and healthcare directive establishment
• Probate and estate administration guidance

Life Insurance

• Needs analysis and recommendation
• Competitive quote comparisons and enrollment assistance

Investment Management

• Personalized portfolio construction and management
• Regular review and optimization of your investments

Tax Planning

• Tax consequence analysis of investment and financial decisions
• Tax mitigation strategies and optimization techniques

Our Commitment

Legacy Estate Planning Group, Inc. is committed to providing exceptional client service and building lasting relationships based on trust and open communication. We are dedicated to helping you navigate the complexities of your financial life and achieve lasting financial peace of mind.