Your financial future may depend on the type of investment advice you receive today. Achieving your financial goals depends on solid unbiased advice, timely purposeful 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 advisors, we are free to recommend only products and services that meet our clients’ needs and expectations. For example, no quotas or pressure to sell proprietary products, etc. Truly independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
As independent advisors at Planning Legacies Financial Group, 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 many forms of superior and abundant personalized service.
Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With the increasing uncertainty in today’s financial markets, these are the times when you need the utmost unbiased advice.
We can assist you with the following services:
Financial Planning:
- Special Needs Planning
- Life Insurance
- Estate Planning
- 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