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

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

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