The Legacy Group

The Legacy Group, Inc. provides truly integrated services. Our presentation of information is designed to complement your business taxation, personal income analysis and estate-tax considerations. Moreover, our objective is to expose the full range of risks and rewards of each personal and business program. We have associations with local and national qualified-plan administrators, accounting, and legal firms, and insurance companies. We work with your existing advisors or introduce you to some of our resources. You receive our information through a briefing with alternative approaches using many vendors. Our goal is to provide you with the very best strategy at the lowest overall cost.