Legacy Group Inc

Dedicated to the protection and growth of our clients' assets.

The Legacy Group,Inc. is an asset protection firm focused on asset protection, estate planning, and retirement planning strategies. We assist clients in developing personally tailored strategies that offer protection, preservation and growth of our clients' assets.

Together, we analyze, design and implement programs that address unique client needs or challenges. We believe that by applying well-structred plan design, keeping up with tax law changes and building in quality insurance and investment* services, we can customize the right plan for your family, business or practice.

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Broker/Dealer and Registered Investment Adviser, Member FINRA/SIPC, 3600 North Capital of Texas Hwy. Bldg. B, Suite 180, Austin, TX 78746 (512) 266-1658. The Legacy Group, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

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