Our Firm

The Legacy Group, Inc. works primarily with physician groups, business owners, and professional practices. We provide our clients with many integrated financial strategies and creative tax savings concepts involving asset protection, estate planning strategies and retirement planning.

We work as team members with your other professional advisors (CPA, attorney) on your behalf. Through the collaborative efforts of advanced planning attorneys, pension administrators, insurance underwriters and other financial experts, we are able to provide a comprehensive understanding of your financial needs in an ever-changing financial world and develop tax-savings strategies.

Resourceful and committed, our focus is to exceed your expectations.

I believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

I can help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

I have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.

Meet Our Team