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Our first step is to focus on understanding you.
The continuity of business interests or real estate to keep in the family is often an important aspect of our process.
Whether saving for retirement, planning for education, or ensuring your estate plan is in order, Legacy can help you feel confident you are on the ri…
By working with us, you can establish your goals and attain them through a structured approach.
Adding value to society gives us the greatest sense of purpose and fulfillment and it drives both our business and professional life.
This allows you to craft a comprehensive plan to meet your family's objectives.
We listen first, get to know you and your family, then create a financial plan that encompasses all of your unique circumstances and desires.
This is how our organization is structured, and oftentimes forms the basis of how we aid our clients in critical decision making.
We have extensive experience with a wide range of life transitions, whether you are selling a business, nearing retirement, relocating, going through…