Broker Check
Estate Management 101 When Do You Need a Will? The Power of Tax-Deferred Growth Ready for Retirement?


The Capital Legacy, LLC is a team of dedicated professionals in the financial, retirement, tax, and estate planning fields,  Our team provides integrated services by harnessing various disciplines such as managed investments, and financial and retirement benefits planning toward meeting our clients’ lifelong wealth accumulation and preservation goals.  We also work in tandem with other specialists including accountants, attorneys and pension actuaries to achieve these objectives*.

Each financial plan is carefully designed based on the client’s goals, financial history, personal philosophy and risk tolerance, with an eye on innovation and flexibility.  Our clients are involved in each phase of plan development and are well informed of the potential risks and advantages of each investment.  Our aim is to maintain a partnership with each individual and support sound financial decisions for years to come.

*Outside providers of professional services are neither affiliated with nor endorsed by Capital Legacy, LLC or LPL Financial.

    

Helpful Content

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.