Our Firm

The Legacy Group, Inc. provides clients with many integrated financial strategies and creative tax savings concepts involving asset protection, estate planning and retirement planning. We work primarily with physician groups, small business owners, and professional practices. In working with our clients, we are guided by five principles that we feel are essential in developing a plan that will meet your needs.

Individualism. We customize each plan to meet your goals and objectives.

Education. You are involved in the process, the purpose, and structure of the plan. You can be assured that the plan will be on target and easy to understand.

Balance. The right balance in important to protecting your lifestyle and financial security today and tomorrow. Our goal is to do this while providng a legacy for your heirs.

Teamwork. We believe we can do a better job for you because of our willingness to coordinate with your attorney, CPA, and other financial advisors as needed.

Leadership. We have found it best to have one trusted advisor to lead the team even in the team approach. The Legacy Group's expertise and global approach places us in a strong position to assume the leadership role.

Through collaborative efforts of expert attorneys, CPAs, and investment managers we are able to provide a comphrehensive understanding of your financial needs and the ever-changing financial world.