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Raymond James Financial Services
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Home - Legacy Planning Group, LLC
Request a no-cost consultation today! Providing the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of our success. 5 Important Social Security Questions You Should Know. We have put together an informative brochure that helps answer the following questions:. What is your Social Security amount?
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Delivering The Core Four. Welcome to Legacy Planning. Since 1995, our desire has been to serve our clients in a way that builds enduring, trusting relationships. We partner with our clients on their financial journey to help them achieve their lifestyle and legacy goals. Let us introduce you to 'The Core Four,' our unique approach to financial planning. Send Us An Email. It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation.
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Special Needs Trusts for Disabled Beneficiaries. April 21, 2014. As we see the greying demographics take shape, more older parents are coming in to our office to make arrangements for their adult disabled children. Last week’s couple were a joy to work with, but I. Was a little anxious that they had waited until they were both in their mid-80s to contemplate who would care for their adult disabled son when they died. They had already worked with the Developmental Disabilities Resource Center. By sweating...
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Legacy Planning Group, LLC - Home
Where to Find Us. Insurance is a Matter of Trust. In today's world, families and organizations are facing constant challenges without the time to become an insurance expert. Let the experienced team of Legacy Planning Group. Guide you through the various options open to you and recommend the best alternatives for your needs. As an independent agency we represent multiple carriers and can offer our clients choice. Legacy Planning Group, LLC.
