Building & Preserving Wealth
With your fiduciary advisor’s help
Legacy Planning Group, Inc., (LPG) is an investment advisory firm that acts as a fiduciary to our clients. At Legacy Planning Group, we put our clients' needs ahead of our own, provide complete transparency in our management process, and manage our clients' assets in the same manner as we manage our own.
Our experienced professionals work with each client individually to build a customized financial strategy designed to protect and grow their assets.
We are a registered fiduciary money manager acting solely on our clients' behalf. Every decision is made in our clients' best interests, and every employee of LPG has their retirement assets managed in the same manner as our clients.
We take a multi-step process with each client. From discovery to implementation, your financial well-being is our #1 priority.
We strictly adhere to a fiduciary standard — we do what is in the best interest of our clients. The first step in this process is to allocate our clients' assets to conform to their risk tolerance.
We have teamed up with Blackburn & Stoll, LC to assist our clients with estate planning and wealth transfer issues. Mr. Blackburn is a Fellow of the American College of Trust & Estate Counsel (ACTEC) and has been recognized by inclusion in Best Lawyers in America.
Legacy Planning Group is a licensed insurance agency. We provide our clients with insurance evaluations to determine proper life insurance coverage levels. Long-term care insurance is increasing in popularity, and we specialize in seeking out the policies that best meet our clients' needs.
For those clients who prefer a step-by-step approach to their retirement or estate plan, Legacy Planning Group will provide a comprehensive financial plan. This extensive planning service encompasses building wealth, tax-efficient income distribution, and life insurance utilization to enhance estate value.
Understanding your Social Security benefits is imperative to any retirement plan. With recent changes to the entitlement program, Legacy Planning Group recommends reviewing the Social Security Program and assessing how to maximize your benefit. Maximizing your benefit may not be your best option. For some clients, we find maximizing Social Security utility to be a better option.
We are not tax advisors, however we understand the importance of minimizing tax liability. Income distribution, investment strategy, and investment vehicles used for a client’s financial plan are all considered for tax planning. We work directly with the client’s tax advisor to structure a tax-efficient investment strategy. If a tax advisor is not utilized by our client, we can recommend a qualified tax advisor or offer tax-efficient solutions that may be utilized.
The workshop is designed to give you new insights into proper planning prior to or during your retirement years. If you have been concerned about the new presidential cycle, Social Security benefits, stock market volatility, proper estate planning, or retirement planning, attending this seminar will be quite beneficial. Our educational seminars are designed to be clear, concise and easy to understand. We are committed to offering a more comprehensive list of topics and seminar locations than any other local planning firm.