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 pursue 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.