What We Do
Legacy Services
Business owners make important financial decisions every day for their companies and families. Our team advises owners on asset management and planning decisions that help support your goals.
Business Services
New Business Services description paragraph: Legacy provides business financial services that focus on the asset management, retirement plan management, and life and disability insurance needs.
Financial
- Non-qualified key-leader incentive and retention planning
- Qualified retirement advisory services
- Life and Disability Insurance
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Asset Management
Consulting
- Ownership Succession and Business Continuity Planning
- Company financial growth projections
- Leadership development and team collaboration
Personal Services
New Personal Services description paragraph: Legacy provides personal financial services that focus on the financial planning, asset management, and life and disability insurance needs.
Financial
- Financial planning
- Asset management
- Life and disability insurance
Consulting
- Family legacy planning
- Estate and tax planning
- Charitable Giving planning