What We Do Differently
Legacy Planning Group is not your run-of-the-mill financial planning firm, we do things differently. The most important difference between Legacy Planning Group and many other financial advisory firms is that we're a fiduciary.
Our investment strategists use a risk model rather than a returns model — we are tactical money managers. That means we monitor the market daily and act swiftly if we determine economic risks have changed. In this manner, we can better protect our clients' investments and adhere more closely to the results of the client's individual risk assessment.