
Conservative Retirement & Estate Planning
We provide a broad range of financial services to individuals seeking to maximize their investment.
Who We Are
The Legacy Group has been servicing clients since 1987 with over 50 years of Advisor experience in the Financial Planning industry. The Legacy Group firmly believes that clients must be given the tools and the time to make important decisions about their financial future. We believe in working with our clients to increase peace of mind and to help create the future they wish to have without financial limitations.

Our Services
Financial Planning · Estate Planning · Retirement Planning · Business Planning · Insurance · Tax Planning
Testimonials
News & Events
News
Behavioral Finance & Making Investment Decisions: Everyone knows someone who has panicked and sold their investments at the worst possible time when the market has sold…Read More
News
The last few years have seen a seemingly unending string of adverse shocks hit the world, disrupting the normal course of economic activity and, more…Read More