Professional Assistance

Enlisting LPG’s experienced professionals and going through our seven-step process will result in a plan that provides financial confidence, virtually eliminates the possibility of costly mistakes, and ensures that your plan remains up-to-date and within your risk tolerance. In short, we do the work so you don’t have to. 

Meet The Team

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.

Our Process