The Legacy Group

The Legacy Group firmly believes that clients must be given the tools and the time to make the important decisions about their financial future. We believe in long term, trusting relationships with our clients that cannot be rushed. Increasing our client's peace of mind through the implementation of a well-constructed and carefully considered Lifestyle Plan.Forecasting into the future is not an exact science; however a documented plan will accomplishes many things which are essential for individuals and their families.