Legacy Investment Planning

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Legacy exists to improve lives through creative financial strategies.

We strive to be generous with our time, advice, and profits. Our ultimate goal is to make a dramatic impact on the world by using profits to effect change in the following areas:

  1. Child Trafficking
  2. Feeding the Hungry
  3. Clean Water Projects


Investment Management

Retirement Planning

Tax and Estate Planning

Insurance Strategies

Business Consulting

Fee-Only Planning

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