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

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.