Founded in 1999, Legacy Planning Group, LLC is an independent financial advisory firm that operates on a fee-only basis, acting as a fiduciary for its clients. The company specializes in creating personalized financial plans and investment strategies to help individuals and families achieve their long-term goals, including retirement, estate planning, and wealth accumulation. Their mission is to provide objective, tailored advice and build lasting client relationships based on trust and integrity, free from the conflicts of interest associated with commission-based sales.

Founded in

United States