Wealth Management

Wealth as defined by Merriam-Webster: "An abundance of valuable material possessions or resources." 

At Legacy Planning Group we believe that wealth extends beyond money or objects. It is what provides the abundance in your heart and soul while fulfilling your dreams and aspirations.  

For Life, For Love, For Legacy. We collaborate with our clients to align their financial, tax, and estate planning.  While many plans stop there, we strive to be a trusted advisor during your wealth journey.  We start with listening to your story, and the story you wish to write. Your dreams are our goals.

Our Total Family office involves members from multiple disciplines to meet the ever-changing planning needs of our clients. The difference is that you don't have to schedule meetings with each advisor. With proper disclosures we collaborate with the advisor experts on your behalf.  We work together for the benefit of the client.

Wealth planning Services

  • Strategic Retirement Planning for Individuals

  • Strategic Retirement and Successions Planning for Business

  • Legacy.& Generation Planning

  • Investment Management

  • Fee-Based Fiduciary

  • Education Planning

  • Charitable Giving

  • Risk Management

Call 

719-444-1007

Email 

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