The Legacy Group, Ltd. offers a variety of financial consulting services. Based on a financial plan prepared just for you, our full-service, Fee-Only financial planning process offers individualized service and professional advice.Through a confidential advisory relationship, we will help you chart a course that seeks to achieve your long-term goals and financial objectives. Based on your needs and desires, your financial plan may include these and other highly specialized financial services:Retirement Planning401 (k) Rollover StrategiesPension Survivor DecisionsAdvanced Estate PlanningFamily Business PlanningWealth Enhancement StrategiesPortfolio Allocation DesignIncome Tax Reduction StrategiesCharitable Planning Strategies
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More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed
Payment method
debit, mastercard, amex, cash, discover, visa
Neighborhood
South Central
Social Links
Categories
Financial Planning Consultants, Business Coaches & Consultants, Estate Planning, Probate, & Living Trusts, Retirement Planning Services, Taxes-Consultants & Representatives
Other Information

Wheelchair Accessible: Yes

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