The Capital Legacy, LLC
“The Capital Legacy, LLC” is a team of dedicated professionals in the Financial, Retirement,Tax and Estate planning field. Our team provides integrated services by applying various disciplines such as managed investments, financial and retirement planning as well as benefit plans toward meeting our clients lifelong wealth accumulation and preservation objectives. We also coordinate with other specialists including accountants, attorneys and pension actuaries. Based on clients’ financial history, personal philosophy and risk tolerance each plan is carefully developed – maintaining flexibility and innovation. During each stage of the plan development, the client is well informed regarding the pros and cons that would help the individual make sound decisions for years to come.