Your financial future may depend on the type of investment advice you get today. Achieving your financial goals depends on solid, unbiased advice - and meaningful, timely information and research. At Planning Legacies Financial Group our goal is to provide you with personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations.

Being independent means we are free to recommend only those products and services that meet my clients’ needs – that is, no quotas or pressure to sell proprietary products. Truly independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals.

As independent Planning Legacies Financial Group representative, we are able to realize a commitment to our careers, our community and the financial success of our clients – while taking full advantage of our superior back-office support and technology. These advantages are passed on to our clients in the form of better and more personalized service.

Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need unbiased advice.

We can assist you with the following services:

Financial Planning: (Insurance)

Special Needs Planning:

  • Estate Planning
  • Trust Planning
  • Asset Management
  • Life Insurance
  • Disability Insurance
  • Mortgage Insurance
  • Long Term Care

Investment Planning:

  • Income Planning
  • 401k Planning
  • Annuities
  • Roth & Traditional IRA's
  • Mutual Funds
  • Investment Planning
  • Asset Management
  • Wrap Accounts
  • Foundation Planning
  • Charitable & Planned Giving