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
2023 Review: 2023 was a strong year for alternative investments despite a backdrop of increased interest rates, high inflation, geopolitical risks, and continued fears of…Read More
News
In retrospect 2023 can be aptly described as a year marked by heightened investor anxiety. This reflection prompts us to delve deeper into the challenges…Read More