At Legacy Capital Planners, LLC, we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life.
Our primary areas of focus for our most engaged clients include:
- Advising as they strive to make smart decisions about their money.
- Collaborating to minimize taxes.
- Helping to ensure that heirs are considered appropriately.
- Protecting assets from being taken unjustly.
- Developing and executing strategies to maximize their charitable impact.
We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Government Securities
- Third-Party Asset Managers
- Brokerage Accounts
- Alternative Investments
- Variable Annuities
Financial Planning Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
- Retirement Planning
- Income Planning
- College Planning
- Estate Planning
- Cash Flow Analysis
Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance