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ABOUT legacy planning group

Our Mission

 

 

 

Using our collaborative, multi-disciplinary model we Inspire and Inform our clients through a process whereby they can successfully Initiate, Implement, Integrate and Iterate collaborative financial, tax, insurance and legal solutions to achieve their individual, family and business legacy objectives.

WHY US

the old way
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Client Suffers from Lack of Collaboration

THE LPG WAY
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Client Wins with Well Designed, Implemented & Maintained Legacy Plan

Our Vision

Inspired by a zealous commitment to collaboration in pursuit of the ultimate in client care and service, we co-create multi disciplinary, holistic and synergistic individual, family and business legacy solutions to grow, preserve and eventually transfer wealth responsibly in fulfillment of our clients’ legacy objectives.